Fulcrum Equity Partners, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$145M
Accounts
8
Employees
27
Advisory reps
7

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

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • Amy Geiger

    Chief Financial OfficerCRD 8235597

Contacts

3 of 6
  • Frank Dalton

    Frank Dalton

    Founder & PartnerCRD 6047929

  • Jeffrey Muir

    Jeffrey Muir

    Founder & PartnerCRD 6047925

  • Thomas Greer

    Thomas Greer

    Founder & PartnerCRD 4348178

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth