FVLCRUM PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$329M
Discretionary
$329M
100% of AUM
Avg account
$110M
Accounts
3
Employees
16
Advisory reps
3

Firm details

Headquarters
BETHESDA, Maryland
CRD number
310971
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fvlcrum Partners, LLC is a private equity fund manager organized as a limited liability company and registered with the SEC in 2023. The firm’s business model centers on running pooled investment vehicles for institutional investors, acting in sponsor and general partner roles and serving as managing member for its funds. Its compensation mixes a percentage-of-assets fee with performance-based fees, a common alignment structure in private equity that pairs base management with carried interest incentives. Fvlcrum is not positioned as a capital allocator to third‑party managers; instead it operates its own private funds and directly manages portfolio decisions. 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
  • Maksim Altmark

    Chief Financial OfficerCRD 8064228

Contacts

2 of 2
  • BENJAMIN CARSON

    Co-Founder and PartnerCRD 5618762

  • Mikell Perry

    Co-FounderCRD 7502980

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

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
6903 Rockledge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth