Fulcrum Equity Partners, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 163489
- Registered since
- April 10, 2026
- Website
- www.fulcrumep.com
- 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. is a corporation that manages pooled venture capital vehicles and functions as sponsor/GP and managing member for those funds. The firm is registered with the SEC (registration year listed as 2026) and is owned by an individual. Its client base is primarily institutional, and it charges a mix of percentage-of-assets and performance-based fees. Advisory activity is focused on portfolio management for pooled investment vehicles rather than serving as a broad capital allocator. The firm does not identify as an active ESG investor.
Assets & Accounts
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
Owners & executives
1 of 1Amy Geiger
Chief Financial OfficerCRD 8235597
Contacts
3 of 6
Frank Dalton
Founder & PartnerCRD 6047929

Jeffrey Muir
Founder & PartnerCRD 6047925

Thomas Greer
Founder & PartnerCRD 4348178
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
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