Investment adviser · CRD 158374
FULHAM & CO
Investment adviser filing (IA)
FULHAM & CO, INC.
WELLESLEY, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $200M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $200,165,307 | 100.0% |
Filing source
Form ADV 2068859 · Mar 30, 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
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FULHAM INVESTORS II, L.P.Private Equity Fund · Last reported Mar 30, 2026$82.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-7714940393
- Reported beneficial owners
- 32
- Minimum commitment
- $5M
- Form D file number
- 021-79998
Form ADV 2068859 · Mar 30, 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.
SQUIRT GUN HOLDINGS, INC.Private Equity Fund · Last reported Mar 30, 2026$35.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ, INC.
PCAOB 199
Fund details & source
- Fund ID
- 805-8638900019
- Reported beneficial owners
- 17
- Minimum commitment
- $500K
Form ADV 2068859 · Mar 30, 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.
PRECISION FEEDTHROUGH HOLDINGS LLCPrivate Equity Fund · Last reported Mar 30, 2026$34.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
ELLIOTT DAVIS, LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-6810091389
- Reported beneficial owners
- 22
- Minimum commitment
- $100K
Form ADV 2068859 · Mar 30, 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.
POWERFUL HOLDINGS LLCPrivate Equity Fund · Last reported Mar 30, 2026$18MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ, INC.
PCAOB 199
Fund details & source
- Fund ID
- 805-4168874624
- Reported beneficial owners
- 14
- Minimum commitment
- $100K
Form ADV 2068859 · Mar 30, 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.
FARSIGHT HOLDINGS, LLCPrivate Equity Fund · Last reported Mar 30, 2026$10.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ, INC.
PCAOB 199
Fund details & source
- Fund ID
- 805-9942420211
- Reported beneficial owners
- 22
- Minimum commitment
- $10K
Form ADV 2068859 · Mar 30, 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.
SEALED GRIP LLCPrivate Equity Fund · Last reported Mar 30, 2026$9.76MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
ELLIOTT DAVIS, LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-1951684345
- Reported beneficial owners
- 17
- Minimum commitment
- $100K
Form ADV 2068859 · Mar 30, 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.
WASHINGTON GOTHIC LPPrivate Equity Fund · Last reported Mar 30, 2026$8.33MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-6554371228
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 2068859 · Mar 30, 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 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Fixed · Performance-based
Principal office
593 WASHINGTON STREETWELLESLEY, MA, 02482, United States
CRD 158374
Filing source
Form ADV 2068859 · Mar 30, 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.