9AT: FVLCRUM PARTNERS, LLC

other names

FVLCRUM PARTNERS, LLC
FVLCRUM FUNDS CAPITAL GROUP

Adviser Profile

As of Date	07/30/2025
ADV Location	ROCKVILLE, MD, United States
Adviser Type - Large advisory firm
Number of Employees	12 9%
of those in investment advisory functions	11 10%
Registration	SEC, Approved, 07/31/2023
Other registrations (2)	SEC, ERA - Withdrawn, 06/29/2023 SEC, ERA - Active, 02/08/2022
Former registrations	FVLCRUM PARTNERS, LLC

AUM^*	298,276,576 24%
of that, discretionary	298,276,576 24%
Private Fund GAV^*	133,874,657 58%
Avg Account Size	99,425,525 24%
SMA’s	No
Private Funds	3
Contact Info	202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count3	GAV$133,874,657

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GREYBULL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund291.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund19.2m	Total Private Fund GAV310.9m	AUM310.8m	#Funds5
Adviser SAGARD HOLDINGS MANAGER (US) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund16.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.8m	AUM540.5m	#Funds3
Adviser FULHAM & CO	Hedge Fund-	Liquidity Fund-	Private Equity Fund201.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV201.8m	AUM201.8m	#Funds9
Adviser CENTURY PARK CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM239.5m	#Funds-
Adviser IMPACT INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV10.5m	AUM283.0m	#Funds1
Adviser TSP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund221.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV221.1m	AUM289.3m	#Funds3
Adviser CORINTHIAN CAPITAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund227.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV227.3m	AUM225.3m	#Funds3
Adviser JUNA EQUITY PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM154.1m	#Funds-
Adviser ARCHVEST WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM330.0m	#Funds1
Adviser MCDONALD CAPITAL MANAGEMENT	Hedge Fund6.4m	Liquidity Fund-	Private Equity Fund1.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV8.1m	AUM306.1m	#Funds2

Brochure Summary

Overview

FVLCRUM Partners, LLC (“FVLCRUM” or “Adviser”) is a Delaware limited liability company formed in July 2020. FVLCRUM is led by four principals: Chijioke Asomugha, Harrison Perry, Marques Martin, and Benjamin Carson, Jr. (each a “Principal” and collectively, the “Principals”). FVLCRUM serves as the investment adviser to a fund structure comprised of three private pooled investment vehicles for sophisticated investors (the “Fund”). FVLCRUM Holdings LLC, a Delaware limited liability company, is the general partner of the Fund (the “General Partner”). Item 4.B. FVLCRUM pursues its investment strategy through managing the Fund’s portfolio. FVLCRUM has discretion with respect to investment decisions made for the Fund. FVLCRUM provides investment advisory services to the Fund based on the investment objectives and strategies described in the Fund’s confidential offering memorandum and governing documents (referred to collectively as “Offering Documents”). FVLCRUM was established to invest in lower middle market, minority-owned companies in the United States principally in the government contracting, healthcare and business services sectors. FVLCRUM’s mission is to close the U.S. racial

wealth gap and simultaneously drive investor returns by providing equity capital and leveraging network capital to grow minority businesses and their communities. FVLCRUM does not limit its advisory services to certain types of securities as outlined in the Fund’s investment management agreement. Item 4.C. FVLCRUM provides investment advisory services in accordance with the Fund’s investment management agreement and Offering Documents. FVLCRUM will not tailor its advisory services to the individual needs of its Fund’s underlying investors. Underlying investors also cannot impose restrictions on the investment activities of the Fund. While there is a Fund advisory committee (“Advisory Committee”) comprised of Fund investors that consults with FVLCRUM concerning the Fund’s activities and operations as to business matters, including conflicts of interest, this committee does not take part in the management or control of the Fund. Item 4.D. FVLCRUM does not participate in wrap fee programs. Item 4.E. As of December 31, 2023, FVLCRUM has approximately $298M of discretionary regulatory assets under management. FVLCRUM does not manage any assets on a non-discretionary basis.

FVLCRUM PARTNERS, LLC

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