Potentum Partners, L.P.
- Regulatory AUM
- $773M
- Discretionary
- $625M
- Clients
- 41
- Avg AUM / client
- $18.9M
- Accounts
- 45
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 35 | $534M | 69.1% |
| Corporations and other businesses | 6 | $239M | 30.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $21.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Potentum Partners Global Leaders Fund, L.P. | Private Equity Fund | Cayman Islands | $21.1M | 7 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byrom, Stephen, Peter | Founding Partner | Jan 2019 (8y) | 25% – 50% | |
| Osmanovic, Jasmina | Founding Partner | Jan 2019 (8y) | 25% – 50% | |
| Simons, David, John | Founding Partner And Chief Compliance Officer | Jan 2019 (8y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hadley Superannuation Fund | Limited Partner | Feb 2019 | A | 5% – 10% |
| Potentum Partners Holdings, L.L.C | General Partner | Jan 2019 | A | Less than 5% |
| Growthco Investment Partnership I L.P. | Limited Partner | Feb 2019 | A | Less than 5% |
| Barrijag Pty Ltd | Trustee | Feb 2019 | A | Less than 5% |
| Seven Mile Island Partners Llc | Limited Partner | Feb 2019 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $21.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Potentum Partners Global Leaders Fund, L.P. | Private Equity Fund | $21.1M | $100K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗