DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Fulcrum Equity Partners, Inc. Firm · Venture · Registered investment adviser Also on Private Equity, RIA / Wealth Management | Atlanta, | $1.2B | 9 | 12 | 39 | 2023 | ||
| Scottsdale, | 67 | |||||||
| LONDON, | $69B | 7 | 2012 | |||||
| SEATTLE, | $1.1B | 7 | 2012 | |||||
| · probable Lower middle market | Vancouver, Bc, | $142M | 54 | 3 | 22 | |||
| 2 | 3 | |||||||
FULCRUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched FULCRUM EQUITY MANAGEMENT, LLC · 801-79524 | PLANO, | $193M | 5 | 2012 | ||||
| 2 | ||||||||
| $300,000 | 4 | 5 | 1 | 2026 | ||||
| ST. LOUIS, | 2012 | |||||||
| Tualatin, | 96 | |||||||
| $35.7M | 51 | 2019 | ||||||
Middle market | Omaha, | $4.0B | 96 | 13 | 25 | 2024 | ||
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 | |||||
FULCRUM FUND, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | 39 | 2012 | ||||||
| BELLEVUE, | $208M | 3 | 2024 | |||||
Lower middle market | Denver, | $52.4M | 14 | 8 | 13 | 2024 | ||
| New York, | 161 | |||||||
| $7.5M | 2026 | |||||||
| Cincinnati, | 82 | |||||||
| Mattaponi, | 98 | |||||||
| Pleasanton, | 120 | |||||||
| Whitinsville, | 61 | |||||||
| Noth Kansas City, | 84 | |||||||
| New Orleans, | 55 | |||||||
| Glen Allen, | 54 | |||||||
| Waltham, | 52 | |||||||
| New York, | 1 | |||||||
| Houston, | 126 | |||||||
| New York, | 1 | 1 | ||||||
| 1 | 1 | |||||||
FULCRUM GROWTH FUND V QP, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $274M | 306 | 2024 | |||||
FULCRUM GROWTH FUND IV QP LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $329M | 288 | 2020 | |||||
FULCRUM GROWTH FUND III QP, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $193M | 222 | 2017 | |||||
FULCRUM FUND QP, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | 56 | 2012 | ||||||
FULCRUM GROWTH FUND IV LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $30.4M | 72 | 2020 | |||||
FULCRUM GROWTH FUND V, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $24.2M | 46 | 2024 | |||||
FULCRUM GROWTH FUND II, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | $13.3M | 91 | 2012 | |||||
FULCRUM GROWTH FUND II QP, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Private Equity, Venture Capital | $45.5M | 144 | 2012 | |||||
FULCRUM GROWTH FUND III, LLC Fund · RIA / Wealth · FULCRUM EQUITY PARTNERS, INC. Also on Venture Capital | $24.5M | 87 | 2017 | |||||
| $3.3M | 5 | 2023 | ||||||
| Minneapolis, | 91 | |||||||
| $101M | 9 | 2022 | ||||||
| $34.8M | 7 | 2019 | ||||||
| $60.2M | 2017 | |||||||
| $85.1M | 81 | 2022 | ||||||
Fulcrum Growth Partners II, LP Fund · Private equity · Mccarthy Capital Also on RIA / Wealth Management | $153M | 2017 | ||||||
Fulcrum Growth Partners III, LLC Fund · Private equity · Mccarthy Capital Also on RIA / Wealth Management | $209M | 2017 |
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.