DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Fulcrum Equity Partners, Inc.
Fulcrum Equity Partners, Inc.
Multi-stage venture firmAtlanta, GAfulcrumep.comSEC venture capital fund adviserfundraising evidence
Fulcrum gives entrepreneurs the capital and hands-on support they need to take their companies further, faster.
both early and growth/opportunity families, reported GAV $934M
Importance
58
elevated
Active deployment
86
high
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
29
moderate
Identity and regulatory footprint
- Headquarters
- Atlanta, GAadviserinfo.sec.gov
- Office address
- 5555 GLENRIDGE CONNECTOR, SUITE 930, Atlanta, GA, 30342adviserinfo.sec.gov
- Business phone
- 770-551-6300adviserinfo.sec.gov
- Website
- HTTPS://www.FULCRUMEP.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 12, 2026
- Private funds reported
- 8 (8 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $1.2Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.2Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 27
- business phone
- 770-551-6300adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
9 observed deals
Stated (the firm’s website)
- Sectors
- enterprise software, healthcare, media, b2b
- Stages
- not stated or not yet read
- Geography
- atlanta
- Check size
- $5.0M to $35.0M stated by the firm
“We invest $5-35M of equity in minority and majority growth opportunities.”
Observed (from deals on record)
Stage at participation
series a 100%
Stage at first entry
series a 100%
Sectors
unknown 56%Other Technology 33%Other 11%
lead rate 100%follow-on rate 0%new logos, 12 months 6
Funds and vehicles
12 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Fulcrum Growth Fund V Qp, LLC | Growth fund | 2023 form d first sale | Active deployment | $274M Mar 28, 2024 | 306 | $351M of $375M | Mar 1, 2024 |
| Fulcrum Growth Fund V, LLC | Growth fund | 2023 form d first sale | Active deployment | $24.2M Mar 28, 2024 | 46 | $21.0M of $375M | Mar 1, 2024 |
| Gladiator Top Golf Europe I, LLC | Fund | 2023 form d first sale | Active deployment | unknown | unknown | $2.1M | Jul 12, 2024 |
| Fulcrum Growth Fund IV Qp LLC | Growth fund | 2019 form d first sale | Mature | $329M Mar 28, 2024 | 288 | $222M of $250M | Jan 21, 2021 |
| Fulcrum Growth Fund IV LLC | Growth fund | 2019 form d first sale | Mature | $30.4M Mar 28, 2024 | 72 | $22.4M of $250M | Jan 21, 2021 |
| Fulcrum Growth Fund III Qp, LLC | Growth fund | 2016 form d first sale | Harvest | $193M Mar 28, 2024 | 222 | $182M of $182M | Aug 10, 2017 |
| Fulcrum Growth Fund III, LLC | Growth fund | 2016 form d first sale | Harvest | $24.5M Mar 28, 2024 | 87 | $22.5M of $22.5M | Aug 10, 2017 |
| Fulcrum Growth Fund II Qp, LLC | Growth fund | 2011 form d first sale | Harvest | $45.5M Mar 28, 2024 | 144 | $72.1M of $72.1M | Jul 16, 2013 |
| Fulcrum Growth Fund, LLC | Growth fund | unknown | Unknown | $13.3M Mar 28, 2024 | 91 | unknown | unknown |
| Fulcrum Fund Qp, LLC | Feeder or parallel | unknown | Unknown | $0 Mar 28, 2024 | 56 | unknown | unknown |
| Fulcrum Fund, LLC | Fund | unknown | Unknown | $0 Mar 28, 2024 | 39 | unknown | unknown |
| Firethorn SPV I, LLC | SPV or co-invest vehicle | unknown | Fundraising | unknown | unknown | $0 of $3.0M | Jun 18, 2025 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
39 current, 1 departed
Jp Laudenslager
AnalystBD Analyst
Tai Gordon
AnalystSenior Analyst
Garrett Ash
AssociateAssociate
Hunter Sessions
AssociateAssociate
Jeffrey S Muir
Founder or executivePresident · since Jan 1, 2006
Jeffrey S Muir
Founder or executivePresident · since Jan 1, 2006
Lee Kimbell
Investor relationsDirector of Investor Relations
Alston Gardner
Operating partnerOperating Partner
Amit Patel
Operating partnerOperating Partner
Jason Moore
Operating partnerOperating Partner
KEN Walters
Operating partnerOperating Partner
Scott Dorfman
Operating partnerOperating Partner
Scott Mitchell
Operating partnerOperating Partner
Chad Hooker
PartnerPartner
Frank X Dalton
PartnerSenior Partner
Jeff Muir
PartnerSenior Partner
Jim Douglass
PartnerPartner
Jim Douglass
PartnerPartner
Philip Lewis
PartnerPartner
Tom Greer
PartnerPartner
AMY E Geiger
Platform and operationsChief Financial Officer/Chief Compliance Officer · since Mar 1, 2026
Amy Geiger
Platform and operationsCFO
Cathy Breeze
Platform and operationsController
Taylor Ellis
Platform and operationsMarketing Director
Tonika Moore
Platform and operationsExecutive Assistant & Office Manager
Brent Dorfman
PrincipalPrincipal
Chad Thomas Hooker
PrincipalPrincipal · since Aug 1, 2018
Chad Thomas Hooker
PrincipalPrincipal · since Aug 1, 2018
Peter Franconi
PrincipalPrincipal
Aliraza Momin
Vice presidentVice President
Frank X Dalton
Vice presidentVp · since Jan 1, 2006
Frank X Dalton
Vice presidentVp · since Jan 1, 2006
James Douglass
Vice presidentVp · since Sep 1, 2015
James Douglass
Vice presidentVp · since Sep 1, 2015
Patrick Rowland
Vice presidentVice President
Philip Austin Lewis
Vice presidentVp · since Jan 1, 2019
Philip Austin Lewis
Vice presidentVp · since Jan 1, 2019
Thomas L Greer
Vice presidentVp · since Jan 1, 2006
Thomas L Greer
Vice presidentVp · since Jan 1, 2006
1 departed (kept with end dates)
- AMY M Mccullough · Cfo · Oct 1, 2018 to Mar 12, 2026 Fact
Investments on record
9 edges, 9 companies, 5 partner-attributed
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
4 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
17 dated events
- Mar 12, 2026AMY M Mccullough (Cfo) no longer on Schedule A of Fulcrum Equity Partners, Inc.Person leftPeopleInferenceAMY M McculloughIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Mar 1, 2026AMY E Geiger joined Schedule A of Fulcrum Equity Partners, Inc. as Chief Financial Officer/Chief Compliance Officer
- Mar 28, 2024Fulcrum Growth Fund V, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $24,233,028Fund first reported on Form ADVFundsFactFulcrum Growth Fund V, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2024Fulcrum Growth Fund V Qp, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $273,812,145Fund first reported on Form ADVFundsFactFulcrum Growth Fund V Qp, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2020Fulcrum Growth Fund IV Qp LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $89,150,000Fund first reported on Form ADVFundsFactFulcrum Growth Fund IV Qp LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2020Fulcrum Growth Fund IV LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $11,425,000Fund first reported on Form ADVFundsFactFulcrum Growth Fund IV LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2019Philip Austin Lewis joined Schedule A of Fulcrum Equity Partners, Inc. as Principal
- Dec 1, 2018AMY M Mccullough joined Schedule A of Fulcrum Equity Partners, Inc. as Cfo
- Aug 1, 2018Chad Thomas Hooker joined Schedule A of Fulcrum Equity Partners, Inc. as Vp
- Mar 29, 2017Fulcrum Growth Fund III, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $13,050,348Fund first reported on Form ADVFundsFactFulcrum Growth Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2017Fulcrum Growth Fund III Qp, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $76,745,158Fund first reported on Form ADVFundsFactFulcrum Growth Fund III Qp, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2016James Douglass joined Schedule A of Fulcrum Equity Partners, Inc. as Partner
- Mar 29, 2012Fulcrum Equity Partners, Inc. first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Fulcrum Fund, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Private Equity Fund), GAV $2,565,000Fund first reported on Form ADVFundsFactFulcrum Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Fulcrum Fund Qp, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Private Equity Fund), GAV $10,980,000Fund first reported on Form ADVFundsFactFulcrum Fund Qp, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Fulcrum Growth Fund, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Private Equity Fund), GAV $9,115,000Fund first reported on Form ADVFundsFactFulcrum Growth Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2012Fulcrum Growth Fund II Qp, LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Private Equity Fund), GAV $51,420,000Fund first reported on Form ADVFundsFactFulcrum Growth Fund II Qp, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Multi-stage venture firm (confirmed, 95%, cls-1)both early and growth/opportunity families, reported GAV $934M
Evidence
54 observations from 4 sources