Fulcrum Equity Partners, Inc.
SEC RegisteredGo Further, Faster.
About the firm
Fulcrum gives entrepreneurs both the capital and the hands-on help they need to take their companies further, faster. As former operators, they provide support across growth strategies and business operations, investing in minority and majority growth opportunities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity investments of $5-35M in minority and majority growth opportunities, along with hands-on operational support including high-level growth strategies and tactical best practices in all areas of business operations
Who they serve
Entrepreneurs and growth-stage companies, particularly in B2B Software and Healthcare Services
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 8 | $1.2B |
Office locations
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fulcrum Equity Partners, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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