Fulcrum Capital Partners Inc.

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Vancouver, British Columbia,
CRD number
320927
Registered since
April 29, 2022

Firm profile

FINTRX

Overview

Fulcrum Capital Partners Inc. is an SEC-registered corporate adviser that appears to operate primarily as a manager of private investment vehicles rather than a traditional retail advisory firm. The firm was registered in 2022 and is owned under a mix of foreign-entity and individual ownership. Public filings indicate the business is not classified into a standard advisory bucket and it does not identify as a capital allocator or an active ESG investor. The firm’s activity profile points toward fund-based management: it advises multiple private funds, with private equity identified as the dominant strategy. The regulatory disclosures show limited engagement with broad advisory client bases — instead the firm’s efforts center on structuring, operating and advising private funds. Fulcrum Capital Partners Inc. does not present itself as a multi-state adviser or pension consultant and does not report affiliations with related advisers in the filings provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Johan Lemmer

    Johan Lemmer

    Chief Financial Officer & PartnerCRD 7531608

Contacts

3 of 6
  • Gregory Collings

    Gregory Collings

    PartnerCRD 7531570

  • Graham Flater

    Graham Flater

    PartnerCRD 7531604

  • James Morrison

    James Morrison

    PartnerCRD 7884551

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Vancouver, British Columbia, null

Location

Vancouver, British Columbia, null

Headquartered in Vancouver, British Columbia, null.

Address
885 W Georgia St Suite 1020
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth