LP Profile

Fulcrum Capital

Also known as fulcrum

Wealth ManagerSeattle, United StatesFounded 2007
Seattle
Headquarters
Investment Focus

About Fulcrum Capital

Experience Lift We elevate the wealth management experience beyond the expected, with insights and custom plans that create real impact. WE DELIVER DYNAMIC AND MEANINGFUL SOLUTIONS, BECAUSE TOMORROW IS JUST AS IMPORTANT AS TODAY.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fulcrum Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
667
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Fulcrum Capital across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Fulcrum Capital?

Fulcrum Capital is a wealth manager based in Seattle, United States.

Where is Fulcrum Capital headquartered?

Fulcrum Capital is headquartered in Seattle, United States.

When was Fulcrum Capital founded?

Fulcrum Capital was founded in 2007.

How can I contact Fulcrum Capital?

Verified contact details, key decision-makers, and investment preferences for Fulcrum Capital are available on LPbacked. Create a free account to access them.