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| Happy Holidays!! thanks for using AUM13F!! |
| Fulham & Co Inc
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| CRD # | 158374 |
| SEC # | 801-74066 |
| CIK # | |
| AUM | $201.8 M (2025-03-28) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 781-235-2266 |
| Address | 593 Washington Street Wellesley, MA 02482 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Farsight Holdings LLC | 2024-02-07 | 6.2 | |
| PE | Precision Feedthrough Holdings LLC | 2021-03-22 | 31.6 | |
| PE | Sealed GRIP LLC | 2020-03-26 | 12.0 | |
| PE | Washington Gothic LP | 2020-03-26 | 9.9 | |
| PE | Conceptual Holdings LLC | 2019-03-18 | 0.9 | |
| PE | Powerful Holdings LLC | 2019-03-18 | 10.2 | |
| PE | Squirt Gun Holdings Inc | 2019-03-18 | 24.6 | |
| PE | Fulham Investors II LP | 2012-02-14 | 106.5 | |
| PE | Fulham Investors LP | 2012-02-14 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 201.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 201.8 |
| By Discretionary | ||
| Discretionary | 9 | 201.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 201.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 199.2 | |
| Total | 9 | 201.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valterra Partners LLC
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|
TX | 0.2 |
|
First Analysis Capital Management LLC
✚
|
IL | 0.2 |
|
Northsands Capital LP
✚
|
0.2 | |
|
Jordanelle Capital LLC
✚
|
UT | 0.2 |
|
Two Parks Capital LLC
✚
|
NY | 0.2 |
|
GSSG Solar LLC
✚
|
CO | 0.2 |
|
General Innovation Capital LLC
✚
|
FL | 0.2 |
|
Lion Equity Investment Advisors LLC
✚
|
CO | 0.2 |
|
Outfitter Energy Management LLC
✚
|
TX | 0.2 |
|
HealthCor Partners Management LP
✚
|
0.2 |