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| Happy Holidays!! thanks for using AUM13F!! |
| Fulcrum Asset Management LLP
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| CRD # | 137661 |
| SEC # | 801-72206 |
| CIK # | 0001353395 |
| AUM | $29.0 B (2025-06-20) |
| Employees | 101 (37% Investors, 0% Brokers) |
| Phone | 442070166450 |
| Address | Marble Arch House London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.0 | ||
| Microsoft Corp | 11.5 | ||
| Alphabet Inc | 8.0 | ||
| Alphabet Inc | 6.8 | ||
| Amazon Com Inc | 6.8 | ||
| Broadcom Inc | 6.6 | ||
| Toast Inc | 5.5 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Baker Hughes A GE Co | 3.6 | ||
| Republic Services Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 20.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 8.7 |
| (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 | 30 | 29.0 |
| By Discretionary | ||
| Discretionary | 30 | 29.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.5 | |
| United States Persons | 0.6 | |
| Total | 30 | 29.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michelle WilsonClarke | 278 | ||
| Richard Goddard | 19 | ||
| Malcolm Paterson | 8 | ||
| Andrew Stevens | 12 | ||
| Fulcrum Asset Management LLP | 4 | ||
| Joe Davidson | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001353395] |
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