Form D · Venture Capital Fund

Fulcrum Growth Fund II, LLC

Atlanta, GA · CIK 0001521152

Offering snapshot reported Jul 16, 2013 · SEC filing

Reported sold
$21M
Offering amount: $21M
Investors reported
83
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
May 9, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.5M$21MMay 24, 2011: $4,470,000.00May 24, 2011Jul 22, 2011: $6,115,000.00Jul 16, 2013: $21,045,000.00Jul 16, 2013

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$6,115,000 → $21,045,000
  • Reported investors31 → 83
  • Minimum accepted$20,000 → $50,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 16, 2013Amendment$21,045,000$14,930,000vs Jul 22, 201183SEC filing
Jul 22, 2011Amendment$6,115,000$1,645,000vs May 24, 201131SEC filing
May 24, 2011Initial$4,470,000No comparison21SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-160273

Source: Form D, filed Jul 16, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FULCRUM GROWTH FUND II, LLC

Investment adviser: FULCRUM EQUITY PARTNERS, INC.

Gross asset value
$9.8M
Beneficial owners
91
ADV minimum commitment
$50K

Reported in Form ADV on Mar 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2071105 · Mar 12, 2026 · Schedule D 7.B.(1), fund 805-5949401690

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Frank X. Dalton Executive
Fulcrum Equity Partners, Inc. Fulcrum Equity Partners, Inc. Executive
Thomas L. Greer Executive
Jeffrey S. Muir Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Glenridge Highlands One 5555 Glenridge Connector, Ste. 930
Atlanta, GA, 30342