|
⚲
|
| Fulcrum Equity Management LLC
✚
|
|
|---|---|
| CRD # | 159099 |
| SEC # | 801-79524 |
| CIK # | 0001737888 |
| AUM | $195.3 MM (2023-03-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 888-304-6942 |
| Address | 5465 Legacy Dr Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OKE | 25,448.2 | 5.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 672 | 110.2 |
| (b) Individuals (high net worth individuals) | 22 | 51.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 1 | 34.0 |
| (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 | 1,141 | 195.3 |
| By Discretionary | ||
| Discretionary | 1,141 | 195.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,141 | 195.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.3 | |
| Total | 1,141 | 195.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001737888] |
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|---|---|---|
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