FVLCRUM PARTNERS, LLC

other names
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Adviser Profile
As of Date 07/29/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 10
Registration SEC, Approved, 07/31/2023
Other registrations (2)
Former registrations

FVLCRUM PARTNERS, LLC

AUM* 298,170,771
of that, discretionary 298,170,771
Private Fund GAV* 84,752,833 153.04%
Avg Account Size 99,390,257
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

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$84,752,833

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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.