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FOLIUM CAPITAL LP

2400 District Avenue
Suite 420
Burlington, Massachusetts 01803
Tel: 617-307-6501 X103

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About FOLIUM CAPITAL LP

FOLIUM CAPITAL LP, formally registered with the SEC as FOLIUM CAPITAL LP. The firm was established in 04/10/2017. They have over 2 offices throughout the country.

FOLIUM CAPITAL LP is a Burlington, Massachusetts based Financial Planning firm with nearly $877,378,158 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284801
SEC#801-110247
Assets Managed by Firm$877,378,158
No. of Clients7
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$877,378,158

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