DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
FULCRUM FUND, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | 39 | 2012 | ||||||
SUNTX FULCRUM FUND, L.P. Fund · RIA / Wealth · SUNTX CAPITAL MANAGEMENT CORP. Also on Allocators, Private Equity | $240M | 30 | 2012 | |||||
FULCRUM FUNDS SPC - FULCRUM DISCRETIONARY MACRO MASTER FUND SP Fund · RIA / Wealth · FULCRUM ASSET MANAGEMENT LLP | $319M | 5 | 2022 | |||||
Fulcrum Equity Partners, Inc. Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | Atlanta, | $1.2B | 9 | 12 | 39 | 2023 | ||
FULCRUM FUNDS II SPC - FULCRUM DYNAMIC CONVEXITY FUND SP Fund · RIA / Wealth · FULCRUM ASSET MANAGEMENT LLP | $355M | 3 | 2022 | |||||
| $35.7M | 51 | 2019 | ||||||
ALETHEA FULCRUM FUND, LP Fund · RIA / Wealth · ALETHEA CAPITAL MANAGEMENT, LLC Also on Venture Capital | $41.4M | 32 | 2019 | |||||
| $259M | 2 | 2024 | ||||||
| $180M | 2 | 2022 | ||||||
FULCRUM FUNDS SPC FULCRUM ENERGY INFRASTRUCTURE RENEWABLES FUND SP Fund · RIA / Wealth · FULCRUM ASSET MANAGEMENT LLP | $158M | 2 | 2022 | |||||
Suntx Fulcrum Fund Prime, L.P. Fund · Private equity · Suntx Capital Management Corp. Also on RIA / Wealth Management | $282M | 2017 | ||||||
| LONDON, | $69B | 7 | 2012 | |||||
Suntx Fulcrum Fund Ii-Sbic, L.P. Fund · Private equity · Suntx Capital Management Corp. Also on RIA / Wealth Management | $125M | |||||||
FULCRUM FUND QP, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | 56 | 2012 | ||||||
| SEATTLE, | $1.1B | 7 | 2012 | |||||
| $5.3M | 2024 | |||||||
| · probable Lower middle market | Vancouver, Bc, | $142M | 54 | 3 | 22 | |||
| $1.8M | 2024 | |||||||
FULCRUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FULCRUM EQUITY MANAGEMENT, LLC · 801-79524 | PLANO, | $193M | 5 | 2012 | ||||
| $300,000 | 4 | 5 | 1 | 2026 | ||||
| ST. LOUIS, | 2012 | |||||||
| Scottsdale, | 67 | |||||||
| Tualatin, | 96 | |||||||
| 2 | 3 | |||||||
| 2 | ||||||||
Fulcrum Investment Partners, LLC Fund · Private equity · Promus Asset Management, LLC Also on RIA / Wealth Management | $51.3M | 2017 | ||||||
| $19.2M | 3 | 2022 | ||||||
FULCRUM INVESTMENT PARTNERS, LLC Fund · RIA / Wealth · PROMUS ASSET MANAGEMENT, LLC Also on Private Equity | $3.0M | 14 | 2013 | |||||
| · candidate | 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.