Investment adviser · CRD 310971
FVLCRUM PARTNERS, LLC
Investment adviser filing (IA)
BETHESDA, MD, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 16 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 | 3 | $328,762,350 | 100.0% |
Filing source
Form ADV 2075558 · 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
3 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.
FVLCRUM FUND LPPrivate Equity Fund · Last reported Mar 30, 2026$184MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
BDO USA, P.C.
PCAOB 243
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488
Fund details & source
- Fund ID
- 805-3839316357
- Reported beneficial owners
- 79
- Minimum commitment
- $0
- Form D file number
- 021-426842
Form ADV 2075558 · 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.
FVLCRUM FUND BL LPPrivate Equity Fund · Last reported Mar 30, 2026$57.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
BDO USA, P.C.
PCAOB 243
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
FIRST-CITIZENS BANK & TRUST COMPANY
LEI 9DJT3UXIJIZJI4WXO774
OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488
Fund details & source
- Fund ID
- 805-7489778670
- Reported beneficial owners
- 11
- Minimum commitment
- $0
- Form D file number
- 021-426842
Form ADV 2075558 · 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.
FVLCRUM FUND (PARALLEL) LPPrivate Equity Fund · Last reported Mar 30, 2026$8.53MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
BDO USA, P.C.
PCAOB 243
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488
Fund details & source
- Fund ID
- 805-3824245950
- Reported beneficial owners
- 18
- Minimum commitment
- $0
- Form D file number
- 021-426842
Form ADV 2075558 · 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
Percentage of assets · Performance-based
Principal office
6903 ROCKLEDGE DR, SUITE 1100BETHESDA, MD, 20817, United States
CRD 310971
Filing source
Form ADV 2075558 · 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.