FULCRUM CAPITAL PARTNERS INC.
Adviser information for FULCRUM CAPITAL PARTNERS INC. last updated from Form ADV on March 18th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-125774 |
|---|---|
| SEC ERA File Number | 802-125774 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 320927 |
| Legal Entity Identifier | None |
Principal Office
885 WEST GEORGIA STREET, SUITE 1020VANCOUVER, BC
Canada
Monday - Friday, 9:00AM - 5:00PM
Tel: (604) 631-8088, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FULCRUM CAPITAL PARTNERS (INTERNATIONAL-USD) V, LP | Private Equity Fund | $101.2M | $0.0M | 9 |
| FULCRUM CAPITAL PARTNERS (INTERNATIONAL-USD) VI, LP | Private Equity Fund | $21.5M | $0.0M | 8 |
| FULCRUM CAPITAL PARTNERS (US CO-INVEST), LP | Private Equity Fund | $19.2M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FULCRUM HOLDCO CORP. | Foreign Entity | – | SHAREHOLDER OF FULCRUM CAPITAL PARTNERS INC. | 04/2011 | > 75% |
| Collings, Gregory, C. | Individual | – | DIRECTOR | 03/2021 | < 5% |
| Eldridge, Paul, S. | Individual | – | DIRECTOR | 03/2020 | < 5% |
| Philp, John, K. | Individual | – | DIRECTOR | 04/2011 | < 5% |
| Collings, Gregory, C. | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 07/2013 | < 5% |
| Eldridge, Paul, S. | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 10/2011 | < 5% |
| Flater, Graham, D.V. | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 03/2020 | < 5% |
| Lemmer, Johan | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 03/2020 | < 5% |
| Lemmer, Johan | Individual | – | CHIEF FINANCIAL OFFICER OF FULCRUM CAPITAL PARTNERS INC. | 10/2011 | < 5% |
| Philp, John, K. | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 03/2020 | < 5% |
| CATCHACOMA INVESTMENTS LTD. | Foreign Entity | FULCRUM HOLDCO CORP. | SHAREHOLDER OF FULCRUM HOLDCO CORP. | 11/2011 | 25-50% |
| TURNER PHILP (2020) FAMILY TRUST | Foreign Entity | CATCHACOMA INVESTMENTS LTD. | SHAREHOLDER OF CATCHACOMA INVESTMENTS LTD. | 01/2020 | > 75% |
| Philp, John, K. | Individual | TURNER PHILP (2020) FAMILY TRUST | TRUSTEE OF TURNER PHILP (2020) FAMILY TRUST | 01/2020 | |
| Turner, Sara | Individual | TURNER PHILP (2020) FAMILY TRUST | TRUSTEE OF TURNER PHILP (2020) FAMILY TRUST | 01/2020 | |
| Lemmer, Johan | Individual | – | DIRECTOR | 11/2022 | < 5% |
| Paton, Tamara | Individual | – | DIRECTOR | 11/2022 | < 5% |
| Morrison, James | Individual | – | PARTNER OF FULCRUM CAPITAL PARTNERS INC. | 10/2023 | < 5% |