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| Fulcrum Asset Management LLP
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| CRD # | 137661 |
| SEC # | 801-72206 |
| CIK # | 0001353395 |
| AUM | 69.09 B (2026-03-31) |
| Employees | 101 (39% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 442070166450 |
| Address | Marble Arch House London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001353395 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 49.1 | ||
| Microsoft Corp | 25.2 | ||
| Darling International Inc | 22.1 | ||
| Amazon Com Inc | 21.4 | ||
| Broadcom Inc | 21.1 | ||
| Halliburton Co | 20.1 | ||
| Schlumberger Ltd /NV/ | 17.4 | ||
| Alphabet Inc | 17.3 | ||
| Waste Management Inc | 16.3 | ||
| Alphabet Inc | 13.8 | ||
| FPL Group Inc | 13.4 | ||
| Republic Services Inc | 13.3 | ||
| Liberty Oilfield Services Inc | 12.3 | ||
| Propetro Holding Corp | 12.1 | ||
| J P Morgan Chase & Co | 10.9 | ||
| Patterson UTI Energy Inc | 10.4 | ||
| Cactus Inc | 10.4 | ||
| CF Industries Holdings Inc | 10.1 | ||
| Helmerich & Payne Inc | 9.8 | ||
| Devon Energy Corp/DE | 9.4 | ||
| Green Plains Renewable Energy Inc | 9.0 | ||
| National Oilwell Varco Inc | 8.1 | ||
| Progressive Waste Solutions Ltd | 7.9 | ||
| PBF Energy Inc | 7.7 | ||
| Visa Inc | 7.5 | ||
| TechnipFMC PLC | 7.3 | ||
| Nutrien Ltd | 7.0 | ||
| Micron Technology Inc | 6.9 | ||
| Mastercard Inc | 6.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Fulcrum Funds II SPC - Fulcrum Commodities Fund SP | [2025-12-03] | 2,152.7 M | |
| Filed 2025-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Fulcrum Horizon Fund LP | [2025-12-03] | 20.0 M | 91.6 M |
| Filed 2025-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Fulcrum Horizon Master Fund Limited | [2025-12-03] | 2,290.5 M | |
| Filed 2025-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Fulcrum Funds SPC II - Fulcrum SH Macro Fund SP | 2024-08-27 | 6,713.8 M | |
| HF | Fulcrum Funds SPC Fulcrum Energy Infrastructure Renewables Fund SP | 2022-09-02 | 65.7 M | |
| HF | Fulcrum Funds II SPC - Fulcrum Dynamic Convexity Fund SP | 2022-06-15 | 354.9 M | |
| HF | Fulcrum Funds II SPC - Fulcrum Horizon Fund SP | [2022-06-15] | 2,198.8 M | |
| Filed 2025-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Fulcrum Funds SPC - Fulcrum Discretionary Macro Master Fund SP | [2022-05-16] | 33.8 M | 284.9 M |
| Filed 2025-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Fulcrum Inflation Protection Strategy Master Fund | 2022-05-16 | 1,443.0 M | |
| HF | Fulcrum Risk Premia Master Fund | 2020-02-10 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 4.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 48.4 |
| (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 | 5 | 16.0 |
| (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 | 26 | 69.1 |
| By Discretionary | ||
| Discretionary | 26 | 69.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 69.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 63.3 | |
| United States Persons | 5.8 | |
| Total | 26 | 69.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michelle Wilson-Clarke | Director | 284 | 70 | |
| Richard Goddard | Director | 23 | 6 | |
| Malcolm Paterson | Director | 8 | 4 | |
| Andrew Stevens | Director | 13 | 2 | |
| Fulcrum Asset Management Llp | Promoter | 8 | 2 | |
| Joe Davidson | Director | 5 | 2 | |
| Fulcrum Asset Management GP Cayman Ltd | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001353395] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Clients | 1 (94 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 9JWDDS4WWM2FGGV7KI02 |
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