FVLCRUM PARTNERS, LLC
Adviser information for FVLCRUM PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $298.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $298.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $298.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128462 |
|---|---|
| SEC ERA File Number | 801-128462 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310971 |
| Legal Entity Identifier | None |
Principal Office
2600 TOWER OAKS BLVDSUITE 230
ROCKVILLE
MD
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 202-960-1170, Fax: None
Chief Compliance Officer
MARQUES MARTIN
PARTNER
2600 TOWER OAKS BLVD
SUITE 230
ROCKVILLE
MD
United States
Tel:
404-200-0937
M*@**********M
(Full email address available in API data)
Industry Affiliates
| FVLCRUM HOLDINGS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FVLCRUM FUND (PARALLEL) LP | Private Equity Fund | $2.9M | $0.0M | 18 |
| FVLCRUM FUND BL LP | Private Equity Fund | $19.4M | $0.0M | 10 |
| FVLCRUM FUND LP | Private Equity Fund | $62.4M | $0.0M | 78 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CARSON, BENJAMIN, SOLOMON | Individual | – | PARTNER | 07/2020 | 25-50% |
| MARTIN, MARQUES, ALAN | Individual | – | PARTNER / CHIEF COMPLIANCE OFFICER | 07/2020 | 10-25% |
| ASOMUGHA, CHIJIOKE, E | Individual | – | PARTNER | 07/2020 | 10-25% |
| Perry, Mikell, Harrison | Individual | – | PARTNER | 07/2020 | 25-50% |