FOLIUM CAPITAL LP

RIASEC RegisteredEst. 2017
Total AUM
$960M
Discretionary
$960M
100% of AUM
Avg account
$120M
Accounts
8
Employees
10
Advisory reps
5

Firm details

Headquarters
BURLINGTON, Massachusetts
CRD number
284801
Registered since
April 10, 2017
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DAVID MILES

    COO & CCOCRD 7027095

  • LANCE REINOLD

    Partner, Chief Risk OfficerCRD 6767476

Contacts

3 of 3
  • OLIVER GRANTHAM

    Managing PartnerCRD 6690261

  • ALVARO AGUIRRE-SIMUNOVIC

    Managing PartnerCRD 6690260

  • JOHN ESTEY

    Partner, Managing DirectorCRD 5036660

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth