SMA Mandates

Potentum Partners manages bespoke fund of one mandates for a handful of institutional investors both in Australia and abroad. We build highly customised programs for our clients in a high contact, no surprises manner.

The premise behind Potentum Partners was to take what the team was doing for one sophisticated investor and democratise our know-how and access to 6-8 separate account clients. Relationships are important to us and key to the delivery of outperformance in the right hand tail of the investment spectrum. We want to have great relationships with the managers we work with and therefore adopt the same approach to working alongside our SMA clients. Rather than be a counterparty, we seek to work as an extension of our client’s internal teams, supplementing them to access the parts of the private equity universe that they cannot access on their own.

We offer an outsourced private equity investment solution, focused on helping large family offices, pension funds, insurance companies and sovereign investors build bespoke, concentrated and high-performance portfolios of private equity funds, secondaries and co-investments.

SMA mandates are typically structured as “Pools”, whereby a separate Pool will be established, and capital called, with respect to each Portfolio Investment