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Building 2FULCRUM EQUITY PARTNERS, INC.

Map pinATLANTA, GA
Phone770-551-6300
NotebookSEC #801-135822
Total AUM
$1.2B
Employees
27
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5555 GLENRIDGE CONNECTOR
SUITE 930
ATLANTA
GA 30342
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
770-551-6300

ReceiptFinancials

Total AUM
$1.2B
Accounts
8
Discretionary
$1.2B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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