FULHAM & CO

RIASEC RegisteredEst. 2012
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$25M
Accounts
8
Employees
11
Advisory reps
3

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
158374
Registered since
March 30, 2012
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 3
  • ANDREW FULHAM

    Vice PresidentCRD 5937014

  • TIMOTHY FULHAM

    Managing PartnerCRD 5942001

  • JOHN FULHAM

    Managing PartnerCRD 5942003

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth