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FULCRUM EQUITY PARTNERS, INC.
CRD 163489 · SEC 801-135822
5555 GLENRIDGE CONNECTOR, SUITE 930, ATLANTA, GA, 30342, United States
Phone
770-551-6300
Fax
770-551-6330
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
27 total employees; 16 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $1.16B |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD