Vp · Fulcrum Equity Partners, Inc.
Frank X. Dalton
CRD 6047929 · Named on Form ADV at one SEC-registered adviser
At a glance
Fulcrum Equity Partners, Inc., an SEC-registered private fund adviser based in Atlanta, GA with $1.2 billion in regulatory assets, lists Frank X. Dalton on its Form ADV as Vp, a control person.
Firms and roles
- Fulcrum Equity Partners, Inc.VpPrivate fund adviser · Atlanta, GA · $1.2B in regulatory assets
AtlasMembers
Frank’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Jeffrey S. MuirPresident, Fulcrum Equity Partners, Inc.
- Thomas L. GreerVp, Fulcrum Equity Partners, Inc.
- James DouglassVp, Fulcrum Equity Partners, Inc.
- Chad T. HookerPrincipal, Fulcrum Equity Partners, Inc.
- Philip A. LewisVp, Fulcrum Equity Partners, Inc.
1 more person named with Frank on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.