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. 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AMY GEIGER

    Chief Financial OfficerCRD 8235597

Contacts

3 of 6
  • FRANK DALTON

    Founder & PartnerCRD 6047929

  • James Douglass

    PartnerCRD 6772864

  • JEFFREY MUIR

    Founder & PartnerCRD 6047925

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth