Fulcrum Asset Management LLP
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
FINTRXOverview
Fulcrum Asset Management LLP is a limited liability partnership that functions as a hedge fund manager and capital allocator for institutional clients. The firm provides portfolio management across investment companies, pooled vehicles and institutional balance sheets, and it also operates in the capacity of a commodity pool operator/commodity trading advisor (CPO/CTA). Its fee model combines a percentage-of-assets charge with performance-based fees. Fulcrum does not present itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds35%
- Other28%
- Cash & Cash Equivalents13%
- Exchange Traded Equities11%
- Non-Exchange Traded Equities9%
Owners & executives
3 of 6
Joseph Davidson
Managing Partner, CCO and COOCRD 5879107
Suhail Shaikh
Chief Investment OfficerCRD 4702555
Jago Westmacott
Chief Technology OfficerCRD 7082229
Contacts
3 of 12
Gavyn Davies
Founder and Executive ChairmanCRD 1915527
Andrew Bevan
PartnerCRD 2144711
Matthew Roberts
PartnerCRD 7226100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$5.6M in ETFs
100%
$5.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF (COMT) | BlackRock | Passive | Commodities Broad Basket | $2.3M | 76,616 | 41.50% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- Marble Arch House
- Office locations
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