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⚲
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| Fulcrum Asset Management LLP
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|
|
|---|---|
| CRD # | 137661 |
| SEC # | 801-72206 |
| CIK # | 0001353395 |
| AUM | $29.3 BB (2023-03-30) |
| Employees | 99 (38% Investors, 0% Brokers) |
| Phone | 442070166450 |
| Address | Marble Arch House London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Fulcrum Funds SPC Fulcrum Energy Infrastructure Renewables Fund SP | 2022-09-02 | 139.1 | |
| HF | Fulcrum Funds II SPC - Fulcrum Dynamic Convexity Fund SP | 2022-06-15 | 354.9 | |
| HF | Fulcrum Funds II SPC - Fulcrum Horizon Fund SP | 2022-06-15 | 190.3 | |
| HF | Fulcrum Funds SPC - Fulcrum Discretionary Macro Fund SP | 2022-05-16 | 47.2 | |
| HF | Fulcrum Inflation Protection Strategy Master Fund | 2022-05-16 | 1,443.0 | |
| HF | Fulcrum Risk Premia Master Fund | 2020-02-10 | 0.0 | |
| HF | Fulcrum Multi Asset Trend Master Fund | [2015-03-25] | 40.0 | 11.0 |
| HF | Fulcrum Multi Asset Carry Master Fund | 2014-03-18 | 89.2 | |
| HF | Fulcrum Multi Asset Volatility Master Fund | 2014-03-18 | 315.4 | |
| HF | Fulcrum Africa All Cap Master Fund Limited | 2012-03-30 | 15.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 27.5 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 29.3 |
| By Discretionary | ||
| Discretionary | 27 | 29.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 29.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.0 | |
| United States Persons | 2.3 | |
| Total | 27 | 29.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michelle WilsonClarke | 272 | ||
| Malcolm Paterson | 8 | ||
| Andrew Stevens | 12 | ||
| Fulcrum Asset Management LLP | 3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001353395] |
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