FULCRUM EQUITY PARTNERS, INC.
Adviser information for FULCRUM EQUITY PARTNERS, INC. 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, 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 | – |
Identifiers
| SEC RIA File Number | 802-76473 |
|---|---|
| SEC ERA File Number | 802-76473 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163489 |
| Legal Entity Identifier | None |
Principal Office
5555 GLENRIDGE CONNECTORSUITE 930
ATLANTA
GA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 770-551-6300, Fax: 770-551-6330
Chief Compliance Officer
AMY MCCULLOUGH
CFO
5555 GLENRIDGE CONNECTOR, SUITE 930
ATLANTA
GA
United States
Tel:
770-741-1452
Fax:
770-551-6330
A*@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FULCRUM FUND QP, LLC | Venture Capital Fund | $0.0M | $0.0M | 56 |
| FULCRUM FUND, LLC | Venture Capital Fund | $0.0M | $0.0M | 39 |
| FULCRUM GROWTH FUND II QP, LLC | Venture Capital Fund | $45.5M | $0.1M | 144 |
| FULCRUM GROWTH FUND II, LLC | Venture Capital Fund | $13.3M | $0.1M | 91 |
| FULCRUM GROWTH FUND III QP, LLC | Venture Capital Fund | $193.1M | $0.1M | 222 |
| FULCRUM GROWTH FUND III, LLC | Venture Capital Fund | $24.5M | $0.1M | 87 |
| FULCRUM GROWTH FUND IV LLC | Venture Capital Fund | $30.4M | $0.0M | 72 |
| FULCRUM GROWTH FUND IV QP LLC | Venture Capital Fund | $328.8M | $0.1M | 288 |
| FULCRUM GROWTH FUND V QP, LLC | Venture Capital Fund | $273.8M | $0.1M | 306 |
| FULCRUM GROWTH FUND V, LLC | Venture Capital Fund | $24.2M | $0.1M | 46 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DALTON, FRANK, X | Individual | – | VP | 01/2006 | 10-25% |
| MUIR, JEFFREY, S | Individual | – | PRESIDENT | 01/2006 | 50-75% |
| GREER, THOMAS, L | Individual | – | VP | 01/2006 | 10-25% |
| Douglass, James | Individual | – | VP | 09/2015 | < 5% |
| MCCULLOUGH, AMY, M | Individual | – | CFO | 10/2018 | < 5% |
| HOOKER, CHAD, THOMAS | Individual | – | PRINCIPAL | 08/2018 | < 5% |
| LEWIS, PHILIP, AUSTIN | Individual | – | VP | 01/2019 | < 5% |