FULCRUM CAPITAL, LLC
CRD #145322 SEC #801-68459 SEATTLE, WA 206-223-9790
SEC Registered
Total AUM
$975.9M
Discretionary
$945.4M
Employees
12
Clients
51
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $975.9M | $945.4M | $30.5M | 12 | 0 |
| Mar 2024 | $846.8M | $809.8M | $37.1M | 11 | 0 |
| Feb 2024 | $746.3M | $718.1M | $28.1M | 11 | 0 |
| Mar 2023 | $746.3M | $718.1M | $28.1M | 12 | 0 |
| Mar 2022 | $909.8M | $852M | $57.7M | 12 | 0 |
| Feb 2022 | $694.8M | $647.4M | $47.4M | 10 | 0 |
| Dec 2021 | $694.8M | $647.4M | $47.4M | 10 | 0 |
| Apr 2021 | $694.8M | $647.4M | $47.4M | 10 | 0 |
| Mar 2021 | $694.8M | $647.4M | $47.4M | 10 | 0 |
| Jun 2020 | $575.8M | $518M | $57.8M | 9 | 0 |
| Mar 2020 | $575.8M | $518M | $57.8M | 9 | 0 |
| May 2019 | $418.6M | $376.8M | $41.8M | 7 | 0 |
| Mar 2019 | $418.6M | $376.8M | $41.8M | 7 | 0 |
| Feb 2019 | $479.5M | $424.7M | $54.8M | 7 | 0 |
| Mar 2018 | $479.5M | $424.7M | $54.8M | 7 | 0 |
| Sep 2017 | $450.1M | $400.1M | $49.9M | 6 | 26 |
| May 2017 | $277.9M | $227.8M | $50M | 6 | 26 |
| Feb 2017 | $277.9M | $227.8M | $50M | 6 | 26 |
| Jan 2016 | $230.2M | $190.6M | $39.6M | 5 | 26 |
| Nov 2015 | $248.4M | $193.2M | $55.2M | 5 | 26 |
| Jun 2015 | $248.4M | $193.2M | $55.2M | 3 | 26 |
| Feb 2015 | $248.4M | $193.2M | $55.2M | 3 | 26 |
| Feb 2014 | $226M | $180M | $46M | 3 | 26 |
| Mar 2013 | $180M | $144M | $36M | 3 | 26 |
| Mar 2013 | $180M | $144M | $36M | 3 | 26 |
| Feb 2013 | $180M | $180M | $0 | 3 | 26 |
| Mar 2012 | $161M | $134M | $27M | 1 | 26 |
| May 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Apr 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Apr 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Mar 2011 | $163.8M | $163.8M | $0 | 5 | -- |
| Nov 2010 | $126.6M | $126M | $652.3K | 5 | -- |
| Jan 2010 | $126.6M | $126M | $652.3K | 5 | -- |
| Apr 2009 | $102.6M | $102.2M | $415.7K | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$975.9M
Discretionary$945.4M
Non-Disc.$30.5M
Employees12
Clients0
DateMar 2024
Total AUM$846.8M
Discretionary$809.8M
Non-Disc.$37.1M
Employees11
Clients0
DateFeb 2024
Total AUM$746.3M
Discretionary$718.1M
Non-Disc.$28.1M
Employees11
Clients0
DateMar 2023
Total AUM$746.3M
Discretionary$718.1M
Non-Disc.$28.1M
Employees12
Clients0
DateMar 2022
Total AUM$909.8M
Discretionary$852M
Non-Disc.$57.7M
Employees12
Clients0
DateFeb 2022
Total AUM$694.8M
Discretionary$647.4M
Non-Disc.$47.4M
Employees10
Clients0
DateDec 2021
Total AUM$694.8M
Discretionary$647.4M
Non-Disc.$47.4M
Employees10
Clients0
DateApr 2021
Total AUM$694.8M
Discretionary$647.4M
Non-Disc.$47.4M
Employees10
Clients0
DateMar 2021
Total AUM$694.8M
Discretionary$647.4M
Non-Disc.$47.4M
Employees10
Clients0
DateJun 2020
Total AUM$575.8M
Discretionary$518M
Non-Disc.$57.8M
Employees9
Clients0
DateMar 2020
Total AUM$575.8M
Discretionary$518M
Non-Disc.$57.8M
Employees9
Clients0
DateMay 2019
Total AUM$418.6M
Discretionary$376.8M
Non-Disc.$41.8M
Employees7
Clients0
DateMar 2019
Total AUM$418.6M
Discretionary$376.8M
Non-Disc.$41.8M
Employees7
Clients0
DateFeb 2019
Total AUM$479.5M
Discretionary$424.7M
Non-Disc.$54.8M
Employees7
Clients0
DateMar 2018
Total AUM$479.5M
Discretionary$424.7M
Non-Disc.$54.8M
Employees7
Clients0
DateSep 2017
Total AUM$450.1M
Discretionary$400.1M
Non-Disc.$49.9M
Employees6
Clients26
DateMay 2017
Total AUM$277.9M
Discretionary$227.8M
Non-Disc.$50M
Employees6
Clients26
DateFeb 2017
Total AUM$277.9M
Discretionary$227.8M
Non-Disc.$50M
Employees6
Clients26
DateJan 2016
Total AUM$230.2M
Discretionary$190.6M
Non-Disc.$39.6M
Employees5
Clients26
DateNov 2015
Total AUM$248.4M
Discretionary$193.2M
Non-Disc.$55.2M
Employees5
Clients26
DateJun 2015
Total AUM$248.4M
Discretionary$193.2M
Non-Disc.$55.2M
Employees3
Clients26
DateFeb 2015
Total AUM$248.4M
Discretionary$193.2M
Non-Disc.$55.2M
Employees3
Clients26
DateFeb 2014
Total AUM$226M
Discretionary$180M
Non-Disc.$46M
Employees3
Clients26
DateMar 2013
Total AUM$180M
Discretionary$144M
Non-Disc.$36M
Employees3
Clients26
DateMar 2013
Total AUM$180M
Discretionary$144M
Non-Disc.$36M
Employees3
Clients26
DateFeb 2013
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$161M
Discretionary$134M
Non-Disc.$27M
Employees1
Clients26
DateMay 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$126.6M
Discretionary$126M
Non-Disc.$652.3K
Employees5
Clients--
DateJan 2010
Total AUM$126.6M
Discretionary$126M
Non-Disc.$652.3K
Employees5
Clients--
DateApr 2009
Total AUM$102.6M
Discretionary$102.2M
Non-Disc.$415.7K
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--