Private fund adviser · London, United Kingdom
Fulcrum Asset Management LLP
SEC-registered investment adviser · CRD 137661 · SEC 801-72206
At a glance
Fulcrum Asset Management LLP is an SEC-registered investment adviser based in London, United Kingdom, with $69.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 125th of 4,686 private fund advisers and 351st of 17,210 SEC-registered advisers by assets.
Main office +442070166450fulcrumasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $69B
- Rank among private fund advisers
- #125 of 4,686
- Rank among all SEC RIAs
- #351 of 17,210
- Clients
- 26
- Accounts
- 26
- Discretionary
- 100% of AUM
- Employees
- 101
- Advisory staff
- 39
- Offices
- 1
Owners and executives on its Form ADV
- Gavyn DaviesFounder Partner and Executive Chairman
- Joseph DavidsonManaging Partner & COO
- Suhail ShaikhPartner & Chief Investment Officer
- Andrew M. BevanPartner
- Jago R. WestmacottPartner
- Piotr ChmielowskiPartner
- Matthew RobertsPartner
- Fawaz A. ChaudhryPartner & Head of Equities
- Steven J. CrewePartner
- Matthew WrightPartner
- Juan J. DiazPartner
- Emma PickeringParnter and Head of Investor Relations
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 20 | $48B | 70% |
| Other investment advisers | 5 | $16B | 23% |
| Investment companies | 1 | $4.7B | 7% |
Private funds
Fulcrum Asset Management LLP reports 7 private funds with $14B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Fulcrum Asset Management LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗fulcrumasset.com ↗
AtlasMembers
The full record on Fulcrum Asset Management LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 298 peers of its type and size
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- Owners and executives, with titles and stakes
- 18 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fulcrum Asset Management LLP manage?
Fulcrum Asset Management LLP reports $69.1 billion in regulatory assets under management across 26 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Fulcrum Asset Management LLP?
Fulcrum Asset Management LLP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Fulcrum Asset Management LLP’s clients?
By assets, its largest client types are pooled investment vehicles ($48.4 billion, 20 clients); other investment advisers ($16.0 billion, 5 clients); investment companies ($4.7 billion, 1 clients).
Does Fulcrum Asset Management LLP manage private funds?
Yes. It reports 7 private funds with $13.8 billion in gross assets, including hedge funds.
Does Fulcrum Asset Management LLP have any disciplinary history?
Fulcrum Asset Management LLP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Fulcrum Asset Management LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →