MELBOURNE, VICTORIACRD 311282Latest ADV March 31, 2026
Potentum Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Melbourne, Victoria. Its latest Form ADV filing, dated March 31, 2026, reports $773M in regulatory assets under management, 9 employees, 1 office, and 45 accounts.
Assets Under Management
$773M
Employees
9
Offices
1 office
Total Clients
41
Primary office
MELBOURNE, VICTORIA
627 CHAPEL ST, LEVEL 2, MELBOURNE, VICTORIA, Australia
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.4%
35
2
Corporations
14.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$773Mas of March 31, 2026
Discretionary80.8%
$625M
81% of total RAUM80.8%
Non-discretionary19.2%
$149M
19% of total RAUM19.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$773M
Total Accounts45
10Y AUM Change+$718M (+1291.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee5:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.