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Data / Investment advisers / Fulcrum Asset Management LLP

Fulcrum Asset Management LLP, London, United Kingdom: $69.1 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Fulcrum Asset Management LLP is an SEC registered investment adviser with its main office in London, United Kingdom and reports $69.1 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, other investment advisers and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.

The request: Watch Fulcrum Asset Management LLP (CRD number 137661): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
137661
SEC file number
801-72206
SEC status
Approved, effective March 29, 2011
Main office
Marble Arch House 66 Seymour Street, London, United Kingdom W1H 5BT
Phone
44-20-7016-6450
Website
fulcrumasset.com
Regulatory AUM
$69,085,960,016 in the Form ADV filed March 31, 2026
Discretionary AUM
$69,085,960,016
Accounts
26
Employees
101, of which 39 give investment advice
Form of organization
Limited Liability Partnership
Paid through
a percentage of assets under management, performance based fees
Private funds
7: 7 hedge funds
Gross assets of private funds
$13,798,030,186
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 31, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles20$48.44 billion
Other investment advisers5$15.98 billion
Investment companies1$4.67 billion

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$69.09 billionMarch 31, 2026
December 1, 2025$29.05 billionOctober 14, 2025

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.