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POTENTUM PARTNERS, L.P.

MELBOURNE, VICTORIA, Australia · CRD 311282 · IAPD ↗ · potentumpartners.com · +61 488 221 334

$773.3MRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
April 2026 — POTENTUM PARTNERS, L.P. reported RAUM up 48% ($524.1M -> $773.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — POTENTUM PARTNERS, L.P. crossed $500M in regulatory AUM ($462.1M -> $502.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.