Fulcrum Equity Partners, Inc.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 163489
· SEC file 801-135822
· Atlanta, GA
· www.FULCRUMEP.COM
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ADV data as of Mar 12, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 8
- Avg AUM / client
- $145M
- Accounts
- 8
- Employees
- 27
AUM over time
$1.2B
$1.2B
Mar 11, 2026
Mar 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.2B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $934M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fulcrum Growth Fund Iv Qp Llc | Venture Capital Fund | Delaware | $329M | 288 |
| Fulcrum Growth Fund V Qp, Llc | Venture Capital Fund | Georgia | $274M | 306 |
| Fulcrum Growth Fund Iii Qp, Llc | Venture Capital Fund | Delaware | $193M | 222 |
| Fulcrum Growth Fund Ii Qp, Llc | Venture Capital Fund | Delaware | $45.5M | 144 |
| Fulcrum Growth Fund Iv Llc | Venture Capital Fund | Delaware | $30.4M | 72 |
| Fulcrum Growth Fund Iii, Llc | Venture Capital Fund | Delaware | $24.5M | 87 |
| Fulcrum Growth Fund V, Llc | Venture Capital Fund | Georgia | $24.2M | 46 |
| Fulcrum Growth Fund Ii, Llc | Venture Capital Fund | Delaware | $13.3M | 91 |
| Fulcrum Fund Qp, Llc | Venture Capital Fund | Delaware | $0 | 56 |
| Fulcrum Fund, Llc | Venture Capital Fund | Delaware | $0 | 39 |
Private funds (10, $934M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fulcrum Growth Fund Iv Qp Llc | Venture Capital Fund | $329M | $100K | 288 |
| Fulcrum Growth Fund V Qp, Llc | Venture Capital Fund | $274M | $100K | 306 |
| Fulcrum Growth Fund Iii Qp, Llc | Venture Capital Fund | $193M | $62.5K | 222 |
| Fulcrum Growth Fund Ii Qp, Llc | Venture Capital Fund | $45.5M | $50.0K | 144 |
| Fulcrum Growth Fund Iv Llc | Venture Capital Fund | $30.4M | $25.0K | 72 |
| Fulcrum Growth Fund Iii, Llc | Venture Capital Fund | $24.5M | $50.0K | 87 |
| Fulcrum Growth Fund V, Llc | Venture Capital Fund | $24.2M | $100K | 46 |
| Fulcrum Growth Fund Ii, Llc | Venture Capital Fund | $13.3M | $50.0K | 91 |
| Fulcrum Fund Qp, Llc | Venture Capital Fund | $0 | $25.0K | 56 |
| Fulcrum Fund, Llc | Venture Capital Fund | $0 | $25.0K | 39 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 2.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗