{"url":"https://nivawealth.com/firms/folium-capital-284801","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284801","regulatoryAum":960281868,"crd":"284801","history":[{"filedOn":"2021-07-22","regulatoryAum":773187672,"clients":7,"employees":12,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":816715372,"clients":7,"employees":12,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":838886234,"clients":7,"employees":12,"offices":2},{"filedOn":"2024-05-01","regulatoryAum":877378158,"clients":7,"employees":12,"offices":2},{"filedOn":"2025-07-08","regulatoryAum":935805264,"clients":8,"employees":10,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":960281868,"clients":8,"employees":10,"offices":1}],"secFileNumber":"801-110247","legalName":"Folium Capital LP","displayName":"Folium Capital","slug":"folium-capital-284801","website":"https://foliumcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/284801/165b208f818eee4e-r1.webp","tone":"dark","width":431,"height":200,"sourceUrl":"https://www.foliumcapital.com/","sourceLabel":"Folium Capital LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/78765361/admin/inbox/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2400 District Avenue, Suite 420","city":"Burlington","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01803"},"tradeNames":[],"registration":{"secApproved":"10 April 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":10,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":960281868,"discretionary":960281868,"discretionaryAccounts":8,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":960281868}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Folium Capital has custody of client assets.","leadership":[{"name":"David Miles","title":"Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer","crd":"7027095"},{"name":"Alvaro Aguirre-Simunovic","title":"Managing Partner","crd":"6690260"},{"name":"John Estey","title":"Managing Director","crd":"5036660"},{"name":"Oliver Grantham","title":"Managing Partner","crd":"6690261"},{"name":"Lance Reinold","title":"Chief Risk Officer","crd":"6767476"}],"ownership":[{"label":"Alvaro Aguirre-Simunovic","detail":"Managing partner in the 25% to 50% ownership band and a control person, since July 2016. Also a member of Folium Capital LLC in the 25% to 50% band and a control person, since July 2016."},{"label":"Oliver Grantham","detail":"Managing partner in the 25% to 50% ownership band and a control person, since July 2016. Also a member of Folium Capital LLC in the 25% to 50% band and a control person, since July 2016."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"2400 District Avenue, Suite 420","city":"Burlington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"6173076501103","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":8},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284801/PDF/284801.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Folium Capital have?","answer":"Folium Capital has 8 clients and manages $960 million for them, as of March 2026. They include 8 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Folium Capital offer?","answer":"Folium Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Folium Capital have?","answer":"Folium Capital has 0 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Folium Capital?","answer":"Folium Capital’s direct owners are Alvaro Aguirre-Simunovic and Oliver Grantham, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Folium Capital get paid?","answer":"Folium Capital is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Folium Capital registered with the SEC?","answer":"Yes, Folium Capital has been registered with the SEC as an investment adviser since 10 April 2017. Its CRD number is 284801 and its SEC file number is 801-110247.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Folium Capital?","answer":"Folium Capital’s main office is at 2400 District Avenue, Suite 420, Burlington, MA 01803. Its phone number is 6173076501103. Its website is foliumcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}