Fvlcrum Partners, LLC

FVLCRUM Partners, LLC is a financial advisor firm established in July 2020, specializing in managing a fund structure comprised of private pooled investment vehicles for sophisticated investors. The firm's investment strategy focuses on lower middle market companies in sectors such as government contracting, healthcare, and business services. FVLCRUM aims to close the U.S. wealth gap while driving investor returns by providing equity and leveraging network capital. The firm exercises full investment discretion for the Fund based on the investment objectives outlined in the Fund's offering documents. As of December 31, 2024, FVLCRUM has approximately $298M of discretionary regulatory assets under management. The firm charges a management fee of 2% per annum of the aggregate invested capital and a carried interest after investors receive a return of capital and a preferred return. FVLCRUM does not participate in wrap fee programs and does not manage assets on a non-discretionary basis. The firm does not receive compensation from the sale of securities or other investment products. Clients are required to complete a subscription agreement, and the firm admits accredited investors and qualified clients. FVLCRUM has a written Code of Ethics to address potential conflicts of interest and maintains comprehensive review procedures for ongoing monitoring of portfolio companies. The firm does not recommend or select broker-dealers for securities transactions and does not use "soft dollars." FVLCRUM exercises discretion over the assets of the Fund and is deemed to have custody of the Fund's assets. The firm does not generally hold public equity securities for Clients and therefore does not receive proxies for voting client securities. FVLCRUM does not require prepayment of fees more than six months in advance and has a sound financial condition without any recent bankruptcy petitions.