Fulcrum Equity Partners, Inc.
SEC-registered investment adviser.
- Website
- HTTPS://www.FULCRUMEP.COM
- HQ
- GA
Fulcrum Equity Partners, Inc. says it gives entrepreneurs both the capital and the hands-on help they need to take their companies further, faster. Its team includes senior partners, partners, operating partners, principals, vice presidents, and associates. Portfolio companies named on its site include Stax, Stratasan, Summit Spine & Joint Centers, and Five Points Healthcare.
01 · Says / Does
| Tag | Says | Does | Historically (to 2020) |
|---|---|---|---|
| Stages | Growth | Not enough dated deals | Series B, Growth, Series A |
| Sectors | Enterprise SaaS, Healthtech | Not enough dated deals | Healthtech, Enterprise SaaS, Fintech, Biotech, Cybersecurity, Medical devices |
| Regions | Not stated | Not enough dated deals | GA, TN |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
Historical focus (through 2020), derived from historical deal data.
| Year | Deals | Top sectors |
|---|---|---|
| 2006 | 3 | Healthtech, Biotech, Construction and proptech |
| 2007 | 3 | Fintech, Healthtech, Enterprise SaaS |
| 2008 | 1 | Healthtech, Medical devices |
| 2009 | 3 | Enterprise SaaS, Biotech, Devtools |
| 2010 | 1 | Biotech, Healthtech |
| 2011 | 4 | Healthtech, Biotech, Digital health |
| 2012 | 4 | Manufacturing, Consumer, Data analytics |
| 2013 | 3 | Consumer, Digital health, Healthtech |
| 2014 | 5 | Healthtech, Biotech, Cybersecurity |
| 2015 | 1 | Cybersecurity |
| 2016 | 4 | Cybersecurity, Devtools, Enterprise SaaS |
| 2017 | 5 | Enterprise SaaS, Devtools, Fintech |
| 2018 | 5 | Fintech, Consumer, Digital health |
| 2019 | 4 | Enterprise SaaS, Biotech, Cybersecurity |
| 2020 | 1 | Data analytics, Enterprise SaaS |
Stage mix over time
- Pre-seed
- Seed
- Series A
- Series B
- Growth
| Year | Pre-seed | Seed | Series A | Series B | Growth |
|---|---|---|---|---|---|
| 2011 | 0 | 0 | 0 | 0 | 1 |
| 2012 | 0 | 0 | 0 | 1 | 0 |
| 2013 | 0 | 0 | 0 | 0 | 0 |
| 2014 | 0 | 0 | 3 | 0 | 1 |
| 2015 | 0 | 0 | 0 | 1 | 0 |
| 2016 | 0 | 0 | 0 | 2 | 2 |
| 2017 | 0 | 0 | 0 | 2 | 2 |
| 2018 | 0 | 0 | 2 | 0 | 2 |
| 2019 | 0 | 0 | 0 | 2 | 1 |
| 2020 | 0 | 0 | 0 | 1 | 0 |
| 2021 | 0 | 0 | 0 | 0 | 0 |
| 2022 | 0 | 0 | 0 | 0 | 0 |
| 2023 | 0 | 0 | 0 | 0 | 0 |
| 2024 | 0 | 0 | 0 | 0 | 0 |
| 2025 | 0 | 0 | 0 | 0 | 0 |
| 2026 | 0 | 0 | 0 | 0 | 0 |
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Fulcrum Growth Fund V QP, LLC | 2023 | $350.69M to $375M (Form D) | Open, writing first checks |
| Fulcrum Growth Fund V, LLC | 2023 | $20.95M to $375M (Form D) | Open, writing first checks |
| FULCRUM GROWTH FUND IV QP, LLC | 2019 | $222.39M to $250M (Form D) | Follow-ons only |
| FULCRUM GROWTH FUND IV, LLC | 2019 | $22.43M to $250M (Form D) | Follow-ons only |
03 · People across funds
- Frank Dalton, Manager of Fulcrum Fund V Manager, LLC, Manager
Fulcrum Growth Fund V QP, LLC (Named on Form D); Fulcrum Growth Fund V, LLC (Named on Form D); FULCRUM GROWTH FUND IV QP, LLC (Named on Form D); FULCRUM GROWTH FUND IV, LLC (Named on Form D)
- James Douglass
Fulcrum Growth Fund V QP, LLC (Named on Form D); Fulcrum Growth Fund V, LLC (Named on Form D); FULCRUM GROWTH FUND IV QP, LLC (Named on Form D); FULCRUM GROWTH FUND IV, LLC (Named on Form D)
- Jeffrey Muir, MANAGER OF FULCRUM FUND IV MANAGER, LLC, MANAGER
FULCRUM GROWTH FUND IV QP, LLC (Named on Form D); FULCRUM GROWTH FUND IV, LLC (Named on Form D)
- Philip Lewis, Partner
Fulcrum Growth Fund V QP, LLC (Named on Form D); Fulcrum Growth Fund V, LLC (Named on Form D); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Thomas Greer
Fulcrum Growth Fund V QP, LLC (Named on Form D); Fulcrum Growth Fund V, LLC (Named on Form D); FULCRUM GROWTH FUND IV QP, LLC (Named on Form D); FULCRUM GROWTH FUND IV, LLC (Named on Form D)
- Aliraza Momin, Vice President
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Alston Gardner, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Amit Patel, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Brent Dorfman, Principal
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Chad Hooker, Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Frank X. Dalton, Senior Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Garrett Ash, Associate
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Hunter Sessions, Associate
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Jason Moore, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Jeff Muir, Senior Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Jim Douglass, Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Junior Gaspard, Principal
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Ken Walters, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Patrick Rowland, Vice President
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Peter Franconi, Principal
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Scott Dorfman, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Scott Mitchell, Operating Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
- Tom Greer, Partner
Fulcrum Growth Fund V QP, LLC (Team); Fulcrum Growth Fund V, LLC (Team); FULCRUM GROWTH FUND IV QP, LLC (Team); FULCRUM GROWTH FUND IV, LLC (Team)
04 · Recent deals
No dated deals found yet.
05 · Latest from the firm
No news from the firm's website yet.
06 · Sources
Fund dates and sizes are from SEC Form D filings.
Last verified: Oct 25, 2026