DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

F•••••• E••••• P•••••••• I•••

Asset manager (funds and pooled vehicles)Atlanta, GeorgiaCRD 163489SEC 801-135822websiteIAPD
Latest filing Mar 12, 2026
First filing on the tape Mar 12, 2026 · 1 filings
SEC status approved since Apr 10, 2026
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
27
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $1.2B
HNW client RAUM: no history
State-registered IARs (5.B.3): 0
Employees (5.A): 27
Private funds: 8
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$145MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.2B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
8reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      10 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F•••••• G••••• F••• I• Q• L••Venture Capital Fund$329M288Mar 25, 2020
      F•••••• G••••• F••• V• Q•• L••Venture Capital Fund$274M306Mar 28, 2024
      F•••••• G••••• F••• I•• Q•• L••Venture Capital Fund$193M222Mar 29, 2017
      F•••••• G••••• F••• I• Q•• L••Venture Capital Fund$45.5M144Mar 29, 2012
      F•••••• G••••• F••• I• L••Venture Capital Fund$30.4M72Mar 25, 2020
      F•••••• G••••• F••• I••• L••Venture Capital Fund$24.5M87Mar 29, 2017
      F•••••• G••••• F••• V• L••Venture Capital Fund$24.2M46Mar 28, 2024
      F•••••• G••••• F••• I•• L••Venture Capital Fund$13.3M91Mar 29, 2012
      F•••••• F•••• L••Venture Capital Fund$039Mar 29, 2012
      F•••••• F••• Q•• L••Venture Capital Fund$056Mar 29, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• F••••• X• · Vpcontrol
        since 01/2006 · owns 10% to 25%
      • G••••• T•••••• L• · Vpcontrol
        since 01/2006 · owns 10% to 25%
      • M•••• J••••••• S• · Presidentcontrol
        since 01/2006 · owns 50% to 75%
      • D•••••••• J•••• · Vp
        since 09/2015 · owns less than 5%
      • G•••••• A••• E• · Chief Financial Officer/Chief Compliance Officer
        since 03/2026 · owns less than 5%
      • H•••••• C•••• T••••• · Principal
        since 08/2018 · owns less than 5%
      • L••••• P•••••• A••••• · Vp
        since 01/2019 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/fulcrum-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
      Website
      FULCRUMEP.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      770-551-6300reportedpublic record, Form ADV, Mar 12, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026