FULCRUM ENERGY CAPITAL FUNDS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
309924
Registered since
April 5, 2023

Firm profile

FINTRX

Overview

Fulcrum Energy Capital Funds LLC is an LLC that registered with the SEC in 2023 and is organized under individual ownership. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles and is listed as conducting CPO/CTA activity. Its model is fund-centric rather than retail advisory: capital is raised into private pooled vehicles where the firm serves an active management and sponsor role. The firm is not identified as an active ESG investor, is not a multi-state adviser and does not list pension consulting as an activity. Fulcrum’s placement as sponsor/GP and CPO/CTA indicates it structures and manages alternative pooled products, runs the investment decision-making and administers those funds’ trading or operational functions. The classification shown is unclassified, which aligns with a boutique manager focused on privately offered vehicles rather than a broad-registered wealth-advisory practice.

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

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Client base

Client personas

Contacts

1 of 1
  • BRADLEY MORSE

    PresidentCRD 5532663

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
240 Saint Paul St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth