Fulcrum Asset Management LLP is a large advisory firm based in London. It manages $5.11 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2005.
Fulcrum Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fulcrum Asset Management LLP is $5.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 242% since the beginning of its operation, and $4.92 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Fulcrum Asset Management LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Fulcrum Asset Management is pooled investment vehicles with 15 clients and $4.05 billion of assets under management. Among the 8 most similar advisory firms, Fulcrum Asset Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.22 billion for 16 clients. 92% of the firm’s clients are foreign persons or businesses.
Fulcrum Asset Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 72 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Suhail Shaikh has served as the Chief Investment Officer since 1 Nov 2006 and Andrew David Stevens is the Chief Executive Officer of Fulcrum Asset Management LLP family office. Nabeel Abdoula joined the executive team most recently as the Partner.
The principal office where Fulcrum Asset Management LLP performs its advisory services is located at Marble Arch House, London, W1 H 5 Bt, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44-20-7016-6450 or by fax 44-20-7016-6460. The normal business hours are 02:30-13:00 est on Monday - Friday. You can find more information about the New York firm at fulcrumasset.com and its LinkedIn profile.