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.

Funds / Fulcrum Growth Fund IV LLC

Fulcrum Growth Fund IV LLC

MatureUnknownGrowth fundADV: Venture Capital FundFulcrum Equity Partners, Inc.Delaware
Amounts, each with its basis
Vintage
2019basis: form d first sale
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
$250Mwhat may be sold, not what was raised; joined by exact issuer name, corroborated by a person on the adviser's roster named on the filing, the general partner the adviser swears for this fund, the filing's signer sitting on the adviser's roster, the issuer filing from the adviser's state, not sworn by the adviser (confidence 0.85); file 021-354444
Form D sold
$22.4Mas of the filing of Jan 21, 2021, 68 investors
First sale
Nov 15, 2019
Reported GAV
$30.4Mon the Form ADV filed Mar 28, 2024; the fund's assets, never its size or dry powder
Owners (ADV)
72
Reported on ADV
Mar 25, 2020 to Mar 28, 2024
Fundraising evidence
Unknown
latest Form D 2021-01-21, older than 15 months (fr-1)
evidence dated Jan 21, 2021. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Mature
vintage 4 to 7 years
age years: 7first sale: 2019-11-15vintage year: $2,019adv gav as of: 2024-03-28vintage basis: form_d_first_saleform d sold usd: $22.4Mform d offering usd: $250Mform d latest filed at: 2021-01-21
The fund's own reporting through time
5 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Mar 25, 2020Venture Capital Fund$11.4M
36$25,00019%yes
Mar 31, 2021Venture Capital Fund$19.0M
54$25,00012%yes
Mar 31, 2022Venture Capital Fund$26.3M
72$25,0007%yes
Mar 28, 2023Venture Capital Fund$29.7M
72$25,0007%yes
Mar 28, 2024Venture Capital Fund$30.4M
72$25,0007%yes
Principals and agents
4 principals on Form D, 0 placement agents
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
3 events
  1. Jan 21, 2021
    Fulcrum Growth Fund IV, LLC filed Form D/A: $22,425,000 sold of $250,000,000, Venture Capital Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  2. Mar 25, 2020
    Fulcrum Growth Fund IV LLC first reported on Form ADV by Fulcrum Equity Partners, Inc. (Venture Capital Fund), GAV $11,425,000
    Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Nov 27, 2019
    Fulcrum Growth Fund IV, LLC filed Form D: $9,050,000 sold of $250,000,000, Venture Capital Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
32 observations
Every observation on this vehicle