Investment adviser · CRD 163489

FULCRUM EQUITY PARTNERS, INC.

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 12, 2026

Regulatory AUM: $1.16B
Client accounts: 8
Employees: 27
Advisory professionals: 16

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$1,159,310,330	100.0%

Filing source

Form ADV 2071105 · Mar 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FULCRUM GROWTH FUND V QP, LLCVenture Capital Fund · Last reported Mar 12, 2026$436MGross asset value

Form D fundraising filings

Fulcrum Growth Fund V QP, LLC

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer INVICTA CAPITAL LLC MONROEVILLE, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923

Fund details & source

Fund ID: 805-9545862864
Reported beneficial owners: 339
Minimum commitment: $100K
Form D file number: 021-473588

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND IV QP LLCVenture Capital Fund · Last reported Mar 12, 2026$350MGross asset value

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer FDX CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

FDX CAPITAL LLC
CRD 119302 · SEC 8-65170

Fund details & source

Fund ID: 805-5883253262
Reported beneficial owners: 289
Minimum commitment: $100K

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND III QP, LLCVenture Capital Fund · Last reported Mar 12, 2026$241MGross asset value

Form D fundraising filings

FULCRUM GROWTH FUND III QP, LLC

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer FDX CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

FDX CAPITAL LLC
CRD 119302 · SEC 8-65170

Fund details & source

Fund ID: 805-3827855146
Reported beneficial owners: 222
Minimum commitment: $62.5K
Form D file number: 021-263202

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND II QP, LLCVenture Capital Fund · Last reported Mar 12, 2026$33.6MGross asset value

Form D fundraising filings

Fulcrum Growth Fund II QP, LLC

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-6573317185
Reported beneficial owners: 144
Minimum commitment: $50K
Form D file number: 021-160274

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND IV LLCVenture Capital Fund · Last reported Mar 12, 2026$32.3MGross asset value

Form D fundraising filings

FULCRUM GROWTH FUND IV, LLC

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer FDX CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

FDX CAPITAL LLC
CRD 119302 · SEC 8-65170

Fund details & source

Fund ID: 805-6189475525
Reported beneficial owners: 72
Minimum commitment: $25K
Form D file number: 021-354444

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND III, LLCVenture Capital Fund · Last reported Mar 12, 2026$30.6MGross asset value

Form D fundraising filings

FULCRUM GROWTH FUND III, LLC

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer FDX CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

FDX CAPITAL LLC
CRD 119302 · SEC 8-65170

Fund details & source

Fund ID: 805-9297054862
Reported beneficial owners: 87
Minimum commitment: $50K
Form D file number: 021-263201

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FULCRUM GROWTH FUND V, LLCVenture Capital Fund · Last reported Mar 12, 2026$26MGross asset value

Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States

Marketer INVICTA CAPITAL LLC MONROEVILLE, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923

Fund details & source

Fund ID: 805-1505515847
Reported beneficial owners: 50
Minimum commitment: $100K

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 12, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

5555 GLENRIDGE CONNECTOR, SUITE 930
ATLANTA, GA, 30342, United States

CRD 163489

Filing source

Form ADV 2071105 · Mar 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.