The FULCRUM EQUITY PARTNERS, INC. is a privately held investment adviser that advises $1.16Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FULCRUM EQUITY PARTNERS, INC. is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 46.98% over the last 5-years.
The Group has been registered with the SEC for 14.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5555 GLENRIDGE CONNECTOR SUITE 930, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 16 investment and 11 non-investment staff. The total number of Employees increased by 285.71% over the last 5-years.
Their $1.16Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.16Bn or 100% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $1.16Bn in assets.
The Group discloses management fees and performance-based fees.
FULCRUM EQUITY PARTNERS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.