FULLER INVESTMENT MANAGEMENT COMPANY

Overview

Fuller Investment Management Company is a small-capital allocator that manages discretionary portfolios for both individual/family clients and institutional investors. The firm operates primarily through traditional fee-for-AUM arrangements and focuses its advisory work on portfolio management for individuals, pooled investment vehicles and institutional clients, plus the selection and oversight of third-party managers. Fuller acts not only as an adviser but also as sponsor/GP/managing member on pooled investment vehicles it sponsors, indicating an active role in fund formation and manager selection. Investment activity centers on public mutual funds and separately managed accounts for core exposures, while the firm supplements those public allocations with third-party alternative managers—chiefly private equity and hedge funds. Fuller does not position itself as an ESG-driven allocator. Its model emphasizes manager selection and structuring pooled vehicles alongside direct discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices