United States · 
What does Fulcrum Equity Partners invest in?
Fulcrum Equity Partners invests most often at Series B and Growth (60% of the rounds on record), in sectors such as B2B, Smbs and Small And Medium Businesses.
Fulcrum Equity Partners highlights
- 01
2 cheques in the last 12 months
- 02
Mostly Series B and Growth: 60% of its rounds
- 03
Sole investor in 9 rounds, median $5.0M
- 04
1 exits from the portfolio
What they do
We invest $5-35M of equity in minority and majority growth opportunities.From their own website
- Type
- VC firm (from a list, unverified)
- Cheque size
- $5.0M – $30M as they say
- Stages
- Series ASeries BGrowth
- Sectors
- B2BSmbsSmall And Medium Businesses
- Based in
- Sandy Springs, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first19 appearances
- 2026
2 rounds
- Oct
- Mar
- 2025
1 round
- Oct
- 2019
4 rounds
- Oct
- Oct
- Jul
- Jul
- 2018
1 round
- Jul
- 2017
1 round
- Oct
- 2015
1 round
- Nov
- 2014
3 rounds
- Jun
- Jun
- May
- 2013
2 rounds
- Aug
- Apr
- 2012
2 rounds
- Aug
- May
- 2011
1 round
- Jun
- Undated
1 round
- -
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration7 named
AMAmy M McculloughCFOiForm ADV
CTChad Thomas HookerPrincipaliForm ADV
FXFrank X DaltonVpiForm ADV
JDJames DouglassVpiForm ADV
JSJeffrey S MuirPresidentiForm ADV
PAPhilip Austin LewisVpiForm ADV
TLThomas L GreerVpiForm ADV
We also hold 22 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.2Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Fulcrum Equity Partners, Inc.
- SEC number
- CRD 163489
What they claim to have backed
From their own portfolio page (on their website)
1 of 3 we have independently watched raise
Fulcrum Named toNashvillepostReflectiz a Top
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
Contact At Once!Bought by LivePerson$65MNov 2014
An exit counts when it came after the firm's first round in the company. From historical deal records.