FULHAM & CO
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 158374
- Registered since
- March 30, 2012
- Website
- www.fulhamco.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fulham & Co is a privately owned corporate adviser that has been SEC-registered since 2012 and serves institutional clients. The firm’s primary activity is portfolio management for pooled investment vehicles and it operates as a sponsor/GP/managing member of those vehicles. Its compensation combines fixed fees with performance-based fees, and it focuses on private equity fund strategies rather than acting as a broad capital allocator. Fulham & Co is not positioned as an ESG-focused manager and is not structured as a multi-state adviser or pension consultant. Its business model centers on running and advising pooled private funds for institutional investors.
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
Contacts
3 of 3ANDREW FULHAM
Vice PresidentCRD 5937014
TIMOTHY FULHAM
Managing PartnerCRD 5942001
JOHN FULHAM
Managing PartnerCRD 5942003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 593 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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