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CRD 137661
LONDON
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FULCRUM INFLATION PROTECTION STRATEGY MASTER FUND | Hedge Fund | $1.4B | Mar 30, 2023 | 1 | May 16, 2022 | dropped | n/a |
| FULCRUM FUNDS II SPC - FULCRUM DYNAMIC CONVEXITY FUND SP | Hedge Fund | $355M | Mar 30, 2023 | 3 | Jun 15, 2022 | dropped | n/a |
| FULCRUM FUNDS SPC - FULCRUM DISCRETIONARY MACRO MASTER FUND SP | Hedge Fund | $319M | Aug 27, 2024 | 5 | May 16, 2022 | reported | 021-508062 |
| FULCRUM MULTI ASSET VOLATILITY MASTER FUND | Hedge Fund | $315M | Mar 27, 2019 | 5 | Mar 18, 2014 | dropped | n/a |
| FULCRUM FUNDS SPC II - FULCRUM SH MACRO FUND SP | Hedge Fund | $259M | Aug 27, 2024 | 2 | Aug 27, 2024 | reported | n/a |
| FULCRUM FUNDS II SPC - FULCRUM HORIZON FUND SP | Hedge Fund | $180M | Aug 27, 2024 | 2 | Jun 15, 2022 | reported | n/a |
| FULCRUM FUNDS SPC FULCRUM ENERGY INFRASTRUCTURE RENEWABLES FUND SP | Hedge Fund | $158M | Aug 27, 2024 | 2 | Sep 2, 2022 | reported | n/a |
| FULCRUM MULTI ASSET CARRY MASTER FUND | Hedge Fund | $89.2M | Mar 27, 2019 | 3 | Mar 18, 2014 | dropped | n/a |
| FULCRUM GLOBAL EQUITY MASTER LIMITED | Hedge Fund | $45.7M | Jul 8, 2014 | 8 | Mar 30, 2012 | dropped | n/a |
| FULCRUM AFRICA ALL CAP MASTER FUND LIMITED | Hedge Fund | $19.5M | May 3, 2013 | 10 | Mar 30, 2012 | dropped | n/a |
| FULCRUM DIVERSIFIED ABSOLUTE RETURN MASTER FUND | Hedge Fund | $12.4M | Apr 3, 2018 | 2 | Mar 30, 2012 | dropped | n/a |
| FULCRUM ALTERNATIVE BETA PLUS MASTER LIMITED | Hedge Fund | $11.6M | May 3, 2013 | 7 | Mar 30, 2012 | dropped | n/a |
| FULCRUM MULTI ASSET TREND MASTER FUND | Hedge Fund | $11.0M | Mar 27, 2019 | 4 | Mar 25, 2015 | dropped | 021-215670 |
| FULCRUM COMMODITY MASTER FUND LIMITED | Hedge Fund | $10.3M | Jul 8, 2014 | 8 | Mar 30, 2012 | dropped | n/a |
| FULCRUM RISK PREMIA MASTER FUND | Hedge Fund | $0 | Apr 5, 2022 | 1 | Feb 10, 2020 | dropped | 021-1792770 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEVAN, ANDREW, MAURICE | Partner | Na | yes | 02/2013 | Mar 7, 2013 | Aug 27, 2024 |
| CHMIELOWSKI, PIOTR | Partner | Na | yes | 06/2018 | Mar 27, 2019 | Aug 27, 2024 |
| DAVIDSON, JOSEPH | MANAGING PARTNER & COO | Na | yes | 01/2010 | Mar 30, 2012 | Aug 27, 2024 |
| DAVIES, GAVYN | Shareholder | D | yes | 07/2004 | Mar 30, 2012 | Aug 27, 2024 |
| DAVIES, GAVYN | FOUNDER PARTNER AND EXECUTIVE CHAIRMAN | C | yes | 06/2005 | Mar 30, 2012 | Aug 27, 2024 |
| FAM SERVICES LTD | CORPORATE MEMBER | Na | yes | 12/2003 | Mar 30, 2012 | Aug 27, 2024 |
| FULCRUM ASSET MANAGEMENT LTD, CAYMAN | Shareholder | E | yes | 12/2003 | Mar 30, 2012 | Aug 27, 2024 |
| SHAIKH, SUHAIL | PARNTER & CHIEF INVESTMENT OFFICER | A | yes | 11/2006 | Mar 30, 2012 | Aug 27, 2024 |
| STEVENS, ANDREW, DAVID | Shareholder | D | yes | 12/2003 | Mar 30, 2012 | Aug 27, 2024 |
| STEVENS, ANDREW, DAVID | FOUNDER PARTNER | C | yes | 12/2003 | Mar 30, 2012 | Aug 27, 2024 |
| WESTMACOTT, JAGO, RUSCOMBE | Partner | Na | yes | 06/2018 | Mar 27, 2019 | Aug 27, 2024 |
| CHAUDHRY, FAWAZ, ALTAF | Partner | Na | no | 04/2021 | Mar 28, 2022 | Aug 27, 2024 |
| Crewe, Steven, John | Partner | Na | no | 04/2021 | Mar 28, 2022 | Aug 27, 2024 |
| Diaz, Juan, Jose ANTOLIN | PARTNER & HEAD OF RESEARCH | Na | no | 04/2022 | Mar 30, 2023 | Aug 27, 2024 |
| Forde, Patrick, James | PARTNER & HEAD OF TRADING | Na | no | 04/2023 | Mar 25, 2024 | Aug 27, 2024 |
| Philip, STROTHER,, David | PARTNER & HEAD OF PORTFOLIO ENGINEERING | Na | no | 04/2022 | Mar 30, 2023 | Aug 27, 2024 |
| Pickering, Emma | PARNTER AND HEAD OF INVESTOR RELATIONS | Na | no | 04/2022 | Mar 30, 2023 | Aug 27, 2024 |
| Roberts, Matthew | Partner | Na | no | 01/2018 | Feb 10, 2020 | Aug 27, 2024 |
| Wright, Matthew | Partner | Na | no | 04/2021 | Mar 28, 2022 | Aug 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FULCRUM ASSET MANAGEMENT LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $69B | $69B | 101 | 39 | 0 | 7 | n/a |
| 2024 | Apr 4, 2025 | $29B | $29B | 101 | 37 | 0 | 4 | n/a |
| 2023 | Mar 25, 2024 | $35B | $35B | 105 | 44 | 0 | 3 | $657M |
| 2022 | Mar 30, 2023 | $29B | $29B | 99 | 38 | 0 | 5 | $2.2B |
| 2021 | Mar 28, 2022 | $30B | $30B | 80 | 40 | 0 | 1 | $0 |
| 2020 | Mar 31, 2021 | $22B | $22B | 80 | 40 | 0 | 1 | $1.7B |
| 2019 | Feb 10, 2020 | $5.2B | $5.2B | 74 | 28 | 0 | 1 | $294M |
| 2018 | Mar 27, 2019 | $5.1B | $5.1B | 72 | 29 | 0 | 3 | $416M |
| 2017 | Mar 28, 2018 | $6.4B | $6.4B | 62 | 29 | 0 | 4 | $954M |
| 2016 | Mar 27, 2017 | $5.9B | $5.9B | 62 | 29 | n/a | 4 | $1.8B |
| 2015 | Mar 29, 2016 | $3.6B | $3.6B | 55 | 29 | n/a | 4 | $2.5B |
| 2014 | Mar 25, 2015 | $3.4B | $3.4B | 47 | 23 | n/a | 4 | $1.7B |
| 2013 | Mar 18, 2014 | $2.1B | $2.1B | 45 | 25 | n/a | 5 | $744M |
| 2012 | Mar 7, 2013 | $4.2B | $4.2B | 43 | 27 | n/a | 5 | $907M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $69B | $29B | 137.8% | $29B | 33.1% | 101 | 101 | 0 | 0 |