FULCRUM EQUITY PARTNERS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 163489
- Registered since
- April 10, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fulcrum Equity Partners, Inc. operates as a corporate manager focused on venture capital investing and serves an institutional client base. The firm is structured to provide portfolio management for pooled investment vehicles and routinely functions as sponsor, general partner and managing member for the funds it advises. Its fee model combines a percentage-of-assets charge with performance-based fees. Fulcrum reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not identify as a capital allocator; it is registered with the SEC in 2026.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1AMY GEIGER
Chief Financial OfficerCRD 8235597
Contacts
3 of 6FRANK DALTON
Founder & PartnerCRD 6047929
James Douglass
PartnerCRD 6772864
JEFFREY MUIR
Founder & PartnerCRD 6047925
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 5555 Glenridge Connector
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
LONGVIEW WEALTH MANAGEMENT
RIAAtlanta, GA
GODWIN CAPITAL GROUP, LLC
RIAAtlanta, GA
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
RIAAtlanta, GA
BIP CAPITAL
RIAAtlanta, GA
BAY POINT ADVISORS, LLC
RIAAtlanta, GA
WEST PACES ADVISORS, INC.
RIAAtlanta, GA