Fulcrum Asset Management LLP

RIASEC Registered
Total AUM
$69.1B
Discretionary
$69.1B
100% of AUM
Avg account
$2.7B
Accounts
26
Employees
101
Advisory reps
18

Firm details

Headquarters
London,
CRD number
137661
Registered since
March 29, 2011
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 35%, Other 28%, Cash & Cash Equivalents 13%, Exchange Traded Equities 11%, Non-Exchange Traded Equities 9%, US Government Bonds 4%, Derivatives 3%35%
  • Sovereign Bonds35%
  • Other28%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities11%
  • Non-Exchange Traded Equities9%

Owners & executives

3 of 6
  • Joseph Davidson

    Joseph Davidson

    Managing Partner, CCO and COOCRD 5879107

  • Suhail Shaikh

    Suhail Shaikh

    Chief Investment OfficerCRD 4702555

  • Jago Westmacott

    Jago Westmacott

    Chief Technology OfficerCRD 7082229

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Contacts

3 of 12
  • Gavyn Davies

    Gavyn Davies

    Founder and Executive ChairmanCRD 1915527

  • Andrew Bevan

    Andrew Bevan

    PartnerCRD 2144711

  • Matthew Roberts

    Matthew Roberts

    PartnerCRD 7226100

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$5.6M in ETFs

Passive

100%

$5.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF (COMT)BlackRockPassiveCommodities Broad Basket$2.3M76,61641.50%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Marble Arch House
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth