Investment adviser · CRD 333924

FUSION CAPITAL

FUSION CAPITAL PARTNERS, LP

LOS ANGELES, CA, United States · Form ADV filed Jun 10, 2026

Regulatory AUM
$461M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
9
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 vehicles7$461,353,227100.0%
Filing source

Form ADV 2092384 · Jun 10, 2026 · Item 5.D

Reported by FUSION CAPITAL PARTNERS, LP (CRD 333924).

Final SEC ERA Report; Initial SEC Registration Request.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

FUSION CO-INVEST III, LPPrivate Equity Fund$31.6MGross asset value
Fund administrator GEN II SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor RSM US LLP SAN JOSE, California, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK SAN DIEGO, California, United States Related to adviser: No Other funds reporting this name →
Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-5768518639
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 2092384 · Jun 10, 2026 · Schedule D 7.B.(1)

Reported by FUSION CAPITAL PARTNERS, LP (CRD 333924).

Final SEC ERA Report; Initial SEC Registration Request.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 5, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2092384 · Jun 10, 2026 · Items 1 & 5

Reported by FUSION CAPITAL PARTNERS, LP (CRD 333924).

Final SEC ERA Report; Initial SEC Registration Request.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$461M
Non-discretionary
$0
Filing history · 1 annual filing

Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1640 S SEPULVEDA BLVD, SUITE 320
LOS ANGELES, CA, 90025, United States

CRD 333924

Filing source

Form ADV 2092384 · Jun 10, 2026 · Items 1 & 5

Reported by FUSION CAPITAL PARTNERS, LP (CRD 333924).

Final SEC ERA Report; Initial SEC Registration Request.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.