Founding Partner and Chief Compliance Officer · Potentum Partners, L.P.
David J. Simons
CRD 7303197 · Named on Form ADV at one SEC-registered adviser
At a glance
Potentum Partners, L.P., an SEC-registered private fund adviser based in Melbourne, Victoria, Australia with $773 million in regulatory assets, lists David J. Simons on its Form ADV as Founding Partner and Chief Compliance Officer, a control person.
Firms and roles
- Potentum Partners, L.P.Founding Partner and Chief Compliance OfficerPrivate fund adviser · Melbourne, Victoria, Australia · $773M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stephen P. ByromFounding Partner, Potentum Partners, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.