FULCRUM ENERGY CAPITAL FUNDS
MORSE ENERGY CAPITAL PARTNERS, LLC Legal Name
Adviser information for FULCRUM ENERGY CAPITAL FUNDS last updated from Form ADV on March 25th, 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 | 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 | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-127932 |
|---|---|
| SEC ERA File Number | 802-127932 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309924 |
| Legal Entity Identifier | None |
Principal Office
240 SAINT PAUL STREETSUITE 502
DENVER
CO
United States
Monday - Friday, 9AM - 5PM
Tel: 720-328-5070, Fax: 303-592-1013
Chief Compliance Officer
BRADLEY MORSE
PRESIDENT
240 SAINT PAUL STREET
SUITE 502
DENVER
CO
United States
Tel:
720-328-5070
B***@************M
(Full email address available in API data)
Industry Affiliates
| FULCRUM ENERGY CAPITAL II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FULCRUM ENERGY CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FEC NON-OP TOTAL RETURN FUND, LLC | Private Equity Fund | $5.0M | $0.3M | 10 |
| FULCRUM ENERGY CAPITAL FUND II, LLC | Private Equity Fund | $10.5M | $0.3M | 40 |
| FULCRUM ENERGY CAPITAL FUND, LLC | Private Equity Fund | $7.9M | $0.5M | 25 |
| FULCRUM WAYPOINT, LLC | Private Equity Fund | $3.3M | $0.3M | 5 |
| GONDOLA RESOURCES, LLC | Private Equity Fund | $18.6M | $0.0M | 16 |
| PACHIRA OIL AND GAS, LLC | Private Equity Fund | $3.1M | $0.5M | 3 |
| PRODUCTION ENERGY PARTNERS, LLC | Private Equity Fund | $0.0M | $0.5M | 1 |
| SURPRISE UNIT DEVELOPMENT COMPANY, LLC | Private Equity Fund | $4.0M | $0.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORSE, BRADLEY, JOEL | Individual | – | PRESIDENT | 06/2016 | > 75% |