Fulcrum Equity Partners Inc

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Fulcrum Equity Partners Inc ✚
CRD #	163489
SEC #	801-135822
CIK #
AUM	1,159.3 M (2026-03-12)
Employees	27 (59% Investors, 0% Brokers)
Phone	770-551-6300
Address	5555 Glenridge Connector Atlanta, GA 30342
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
VC	Fulcrum Growth Fund V LLC	2024-03-28		26.0 M
VC	Fulcrum Growth Fund V QP LLC	[2024-03-28]	350.7 M	435.9 M
	Offered $375,000,000 · Filed 2024-03-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $24,305,000 · Duration More than one year · Commission $240,000 · Revenue Decline to Disclose
VC	Fulcrum Growth Fund IV LLC	[2020-03-25]	22.4 M	32.3 M
	Offered $250,000,000 · Filed 2021-01-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $227,575,000 · Duration More than one year · Revenue Decline to Disclose
VC	Fulcrum Growth Fund IV QP LLC	2020-03-25		349.8 M
VC	Fulcrum Growth Fund III LLC	[2017-03-29]	22.5 M	30.6 M
	Offered $22,457,500 · Filed 2017-08-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Commission $18,001 · Revenue Decline to Disclose
VC	Fulcrum Growth Fund III QP LLC	[2017-03-29]	181.5 M	241.3 M
	Offered $181,542,500 · Filed 2017-08-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $1,486,799 · Revenue Decline to Disclose
VC	Fulcrum Fund LLC	2012-03-29
VC	Fulcrum Fund QP LLC	2012-03-29
VC	Fulcrum Growth Fund II LLC	[2012-03-29]	21.0 M	9.8 M
	Offered $21,045,000 · Filed 2013-07-16 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose
VC	Fulcrum Growth Fund II QP LLC	[2012-03-29]	72.1 M	33.6 M
	Offered $72,055,000 · Filed 2013-07-16 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
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	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	8	1,159.3
(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	0	0.0
(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	8	1,159.3
By Discretionary
Discretionary	8	1,159.3
Non-Discretionary	0	0.0
Total	8	1,159.3
By Non-United States Persons
Non-United States Persons		20.0
United States Persons		1,139.3
Total	8	1,159.3

Form D Directors	Role	# Filings	# Firms
James Douglass	Director	43	2
Frank Dalton	Director, Executive Officer	25	2
Philip Lewis	Director	21	2
Jeffrey Muir	Director, Executive Officer	18	2
Thomas Greer	Director, Executive Officer	15	2
Fulcrum Equity Partners Inc	Executive Officer	2	1

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
VSS Fund Management LLC ✚	NY	1,172.1 M
Shoreview Industries V LLC ✚	MN	1,166.7 M
AGR Partners LLC ✚	IL	1,165.3 M
The Capstreet Group LLC ✚	TX	1,161.6 M
Boyne Capital Management LLC ✚	FL	1,159.3 M
Northlane Capital Partners LLC ✚	MD	1,156.2 M
Parliament Capital Management LLC ✚	PR	1,151.2 M
ATW Partners LLC ✚	NY	1,150.4 M
Aether Investment Partners LLC ✚	CO	1,145.0 M
Liberty Hall Capital Partners LP ✚	SC	1,141.6 M

Fulcrum Equity Partners Inc

Assets, Funds, Holdings