FOLIUM CAPITAL LP
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 284801
- Registered since
- April 10, 2017
- Website
- www.foliumcapital.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Folium Capital LP is structured as a limited partnership operating primarily as a private equity fund and manager of pooled investment vehicles. The firm serves institutional clients and functions as a sponsor and general partner for its funds while also performing commodity pool operator/commodity trading advisor (CPO/CTA) activities. Its advisory work centers on portfolio management for pooled vehicles rather than individual household accounts. Folium charges fees tied to a percentage of assets under management (and other fee arrangements), and it does not identify as an active ESG investor. Investment activity is concentrated on private fund strategies and direct alternative exposures, with equity holdings reported via 13F filings representing a smaller portion of overall assets. The firm’s structure and industry roles (sponsor, GP, managing member, CPO/CTA) indicate it runs actively managed pooled products and can allocate capital across private placements, real assets and commodity-linked strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID MILES
COO & CCOCRD 7027095
LANCE REINOLD
Partner, Chief Risk OfficerCRD 6767476
Contacts
3 of 3OLIVER GRANTHAM
Managing PartnerCRD 6690261
ALVARO AGUIRRE-SIMUNOVIC
Managing PartnerCRD 6690260
JOHN ESTEY
Partner, Managing DirectorCRD 5036660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 2400 District Ave
- Time zone
- ET (UTC-5)
- Office locations
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