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.