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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 1/12/2021
AUM* 462,091,616 8.43%
of that, discretionary 319,800,162 6.70%
Private Fund GAV* 21,064,457 -9.16%
Avg Account Size 14,440,363 -11.90%
SMA’s Yes
Private Funds 1
Contact Info +61 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
327M 280M 234M 187M 140M 93M 47M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$21,064,457

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Brochure Summary

Overview

Potentum Partners, L.P., together with its subsidiary, Potentum Partners Australia Pty Ltd., (together, “Potentum Partners” or the “Adviser”) is a private equity asset manager based in Australia and the United States, that provides investment advisory services to sophisticated and institutional investors. The Adviser is managed by its three Founding Partners Stephen Byrom, David Simons and Jasmina Osmanovic (the “Principals”) who are experienced sovereign wealth, private equity and finance professionals. Potentum Partners works in partnership with its Clients (as defined below) to tailor, oversee, support and the investment process. Potentum Partners investors have engaged the Adviser to recommend or make investments in private companies on their behalf. These investments may involve management buyouts, leveraged recapitalizations, restructurings, consolidations, leveraged acquisitions, build-ups, pre-public offering opportunities, growth capital opportunities, venture capital and secondaries. The Adviser will typically establish a stand-alone special purpose vehicle (a “Direct Private Investment Vehicle”) to hold the private investment or investments, in accordance with each Client’s investment mandate, and the relevant investor will then invest in such vehicle. Potentum Partners aims to be deeply integrated into the operations of its investors where required, and assists in building high quality private equity investments characterized by a relationship-led approach to investment selection and portfolio management. The Adviser provides its investment advice pursuant to, and subject to the strategies and restrictions (if any) set forth in, the limited partnership agreement and management agreement (as the case may be) for each Client (collectively, a Client’s “Organizational Documents”). The Adviser may add to, change or otherwise modify its investment strategies at any time in its sole discretion,
provided, that any such modification or changes fall within the parameters of a Client’s Organizational Documents. The terms of the Organizational Documents may differ between Clients, and investors may impose restrictions on certain types of investments for tax, regulatory, or other reasons. Specific details relating to the advisory and management services provided to the Clients, including details relating to fees, liquidity rights and risks, amongst others, are fully disclosed in each Client’s Organizational Documents. Current and prospective investors should refer to the applicable Organizational Documents for complete information on the investment objectives, investment restrictions and risks of a particular Client. Potentum also sponsors pooled investment vehicles (“Fund Clients” or the “Funds” and together with the Direct Private Investment Vehicles, “Clients”) that are limited partnerships comprised of third-party managed underlying private investments and/or private funds (“Portfolio Funds”). The Funds are private pooled investment vehicles, which are exempt from registration under the Investment Company Act of 1940, as amended and exempt from registration under the Securities Act of 1933, as amended. Potentum has full discretionary authority with respect to investment decisions of the Funds, and its advice with respect to the Funds is tailored according to the investment objectives, guidelines, and requirements as set forth in the Funds’ respective offering memoranda and advisory agreements (“Governing Documents”). Responsibility for managing the Private Funds, including all day-to-day operations and investment activities, has been delegated to the Adviser by the Private Funds’ general partner (“General Partner”). As of December 31, 2023, Potentum Partners managed approximately $319,800,162 in client regulatory assets on a discretionary basis, and $142,291,454 on a non-discretionary basis.