{
  "crd_number": 311282,
  "slug": "potentum-partners-l-p-melbourne-victoria-311282",
  "primary_business_name": "POTENTUM PARTNERS, L.P.",
  "legal_name": "POTENTUM PARTNERS, L.P.",
  "dbas": [],
  "city": "Melbourne, Victoria",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 773329750.0,
  "raum_discretionary": 624514338.0,
  "raum_non_discretionary": 148815412.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 534064535.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 239265215.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/potentum-partners",
    "https://potentumpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311282",
  "city_as_filed": "MELBOURNE, VICTORIA",
  "url": "https://advisorcensus.com/firm/potentum-partners-l-p-melbourne-victoria-311282",
  "display_name": "Potentum Partners, L.P.",
  "summary": "Potentum Partners, L.P. is an SEC-registered investment advisory firm in Melbourne, Victoria, Australia, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Potentum Partners, L.P. (CRD 311282): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Potentum Partners, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Potentum Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Potentum Partners, L.P. located?",
      "a": "Potentum Partners, L.P.'s principal office is in Melbourne, Victoria, Australia, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Potentum Partners, L.P. registered with the SEC or a state?",
      "a": "Potentum Partners, L.P. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311282."
    },
    {
      "q": "How much does Potentum Partners, L.P. manage?",
      "a": "Potentum Partners, L.P. reports $773,329,750 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (81% discretionary)."
    },
    {
      "q": "How have Potentum Partners, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Potentum Partners, L.P.: Regulatory assets under management: $155,210,281 in the October 2021 data and $773,329,750 in the October 2026 data, up 398%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Potentum Partners, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (35); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Does Potentum Partners, L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311282"
    },
    {
      "q": "What changed in Potentum Partners, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $524,110,260 to $773,329,750 (+48%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 155210281.0,
      "total_employees": 6,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 368046359.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 426164009.0,
      "total_employees": 8,
      "filing_date": "2023-07-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 462091616.0,
      "total_employees": 7,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 524110260.0,
      "total_employees": 9,
      "filing_date": "2025-06-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 773329750.0,
      "total_employees": 9,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $524,110,260 to $773,329,750 (+48%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/potentum-partners-l-p-melbourne-victoria-311282.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 534064535.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 239265215.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311282",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}