# Potentum Partners, L.P.

> 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.

- CRD: 311282
- Filed as: POTENTUM PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Melbourne, Victoria, Australia
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311282
- AdvisorCensus page: https://advisorcensus.com/firm/potentum-partners-l-p-melbourne-victoria-311282

## Quick answers

**How is Potentum Partners, L.P. compensated?**
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.

**Where is Potentum Partners, L.P. located?**
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).

**Is Potentum Partners, L.P. registered with the SEC or a state?**
Potentum Partners, L.P. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311282.

**How much does Potentum Partners, L.P. manage?**
Potentum Partners, L.P. reports $773,329,750 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (81% discretionary).

**How have Potentum Partners, L.P.'s assets and staff changed since 2021?**
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.

**What types of clients does Potentum Partners, L.P. serve?**
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).

**Does Potentum Partners, L.P. report any disciplinary disclosures?**
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

**What changed in Potentum Partners, L.P.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $773,329,750
- Discretionary: $624,514,338
- Non-discretionary: $148,815,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 35 | $534,064,535 |
| Corporations or other businesses not listed above | 6 | $239,265,215 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jersey City, NJ

### Websites listed on Form ADV (Item 1.I)
- [potentumpartners.com](https://potentumpartners.com)
- LinkedIn @potentum-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $155,210,281 | 6 | July 13, 2021 |
| October 2022 | $368,046,359 | 5 | March 31, 2022 |
| October 2023 | $426,164,009 | 8 | July 7, 2023 |
| October 2024 | $462,091,616 | 7 | March 27, 2024 |
| October 2025 | $524,110,260 | 9 | June 19, 2025 |
| October 2026 | $773,329,750 | 9 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $524,110,260 to $773,329,750 (+48%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Potentum Partners, L.P. (CRD 311282): Form ADV filing data as of October 2026.