Fvlcrum Partners, LLC

Fee-Only (% of Portfolio)

FVLCRUM Partners manages investments for a fund structure comprised of three private pooled investment vehicles for sophisticated investors. FVLCRUM invests in lower middle market companies in the government contracting, healthcare, and business services sectors. FVLCRUM does not tailor its advisory services to the individual needs of its fund's underlying investors.

Assets Under Management$300M
Clients3
AdvisorsN/A
Avg. per Client$99M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Fvlcrum Partners, LLC | TrueAdvisor