|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fvlcrum Partners LLC
✚
|
|
|---|---|
| CRD # | 310971 |
| SEC # | 801-128462 |
| CIK # | |
| AUM | $298.3 M (2025-07-30) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 202-960-1170 |
| Address | 6903 Rockledge Dr Bethesda, MD 20817 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Fvlcrum Fund BL LP | [2022-02-08] | 183.7 | 30.7 |
| PE | Fvlcrum Fund LP | [2022-02-08] | 183.7 | 98.6 |
| PE | Fvlcrum Fund Parallel LP | [2022-02-08] | 183.7 | 4.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 298.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 298.3 |
| By Discretionary | ||
| Discretionary | 3 | 298.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 298.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.3 | |
| Total | 3 | 298.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Benjamin Carson Jr | 5 | ||
| M Harrison Perry | 1 | ||
| Fvlcrum Holdings MM LLC | 1 | ||
| Fvlcrum Partners LLC | 1 | ||
| Marques Martin | 1 | ||
| Chijioke Asomugha | 1 | ||
| Fvlcrum Holdings LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bestige Holdings LLC
✚
|
0.3 | |
|
SRP Capital Advisors LLC
✚
|
TX | 0.3 |
|
Mangrove Equity Partners LP
✚
|
FL | 0.3 |
|
LSCP Advisors LLC
✚
|
TX | 0.3 |
|
Astra Capital Management LLC
✚
|
DC | 0.3 |
|
Spring Lake Equity GP LLC
✚
|
MA | 0.3 |
|
FS Tactical Advisor LLC
✚
|
PA | 0.3 |
|
Artemis Capital Partners Management Co LLC
✚
|
MA | 0.3 |
|
CapitalWorks LLC
✚
|
OH | 0.3 |
|
TRM Advisors LP
✚
|
MI | 0.3 |