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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$200,165,307100.0%
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 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.

FULHAM INVESTORS II, L.P.Private Equity Fund · Last reported Mar 30, 2026$82.4MGross asset value
Auditor BDO USA, LLP BOSTON, Massachusetts, United States
Custodian BOSTON PRIVATE BANK & TRUST CO. BOSTON, Massachusetts, United States Related to adviser: No
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
Auditor CBIZ, INC. HARTFORD, Connecticut, United States
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
Auditor ELLIOTT DAVIS, LLC GREENVILLE, South Carolina, United States
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
Auditor CBIZ, INC. HARTFORD, Connecticut, United States
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
Auditor CBIZ, INC. HARTFORD, Connecticut, United States
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
Auditor ELLIOTT DAVIS, LLC GREENVILLE, South Carolina, United States
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
Auditor BDO USA, LLP BOSTON, Massachusetts, United States
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 STREET
WELLESLEY, 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.