Fulcrum Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Fulcrum Capital LLC
CRD #145322
SEC #801-68459
CIK #
AUM $418.6 MM (90% Disc, 100% US)
Employees7 (86% Investors, 0% Brokers)
Phone206-223-9790
Address1111 3rd Avenue
Seattle, WA 98101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4803842881929602006201020152020
Sector Holding Cap ($MM) Value ($MM)
IEFA22.4
IJH11.2
IVV10.3
UNH233,310.09.1
MSFT865,660.09.0
AAPL843,560.07.7
GOOGL819,810.07.3
DIS171,070.06.9
CME61,120.06.9
BLK68,070.06.6
View All
Holdings by Sector ($)
0.40.30.20.20.10.02016201720182020
Comparable Firms State AUM ($BB)
Inveco International Inc
NY 0.4
Sellwood Consulting LLC
OR 0.4
Sunbelt Securities Inc
TX 0.4
HHM Wealth Advisors LLC
TN 0.4
Gerald Baker Financial Group Llcdba Baker Financial Services
TX 0.4
South State Advisory Inc
SC 0.4
Sarasin Asset Management Limited
0.4
Oak Root LLC
CA 0.4
Summit Wealth & Retirement Planning Inc
CA 0.4
Sky Investment Group LLC
CT 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com