FULCRUM ASSET MANAGEMENT LLP

RIASEC RegisteredEst. 2011

Total AUM

$69.1B

Discretionary

$69.1B

100% of AUM

Avg account

$2.7B

Accounts

Employees

101

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 137661
Registered since: March 29, 2011
Website: www.fulcrumasset.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles70.12%
Other Investment Advisers23.12%
Investment Companies6.76%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fulcrum Asset Management LLP is a limited liability partnership that operates as a hedge fund and capital allocator for institutional clients. The firm is SEC‑registered (since 2011) and uses a mix of asset‑based and performance fees. Its business model includes commodity pool operator/commodity trading advisor activity and it provides portfolio management services for investment companies, pooled vehicles, and institutions. Ownership is listed as a combination of a foreign entity and an individual. Fulcrum does not identify as an active ESG investor and is not registered as a multi‑state adviser.