← Tributary

FULCRUM ASSET MANAGEMENT LLP

LONDON, United Kingdom · CRD 137661 · IAPD ↗ · fulcrumasset.com · 44-20-7016-6450

$69.09BRegulatory AUM
39Advisory reps
101Employees
1Clients
n/aPlanning clients
7Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — FULCRUM ASSET MANAGEMENT LLP now reports custody of client assets ($9.65B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2026 — FULCRUM ASSET MANAGEMENT LLP reported RAUM up 138% ($29.05B -> $69.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — FULCRUM ASSET MANAGEMENT LLP shrank from 44 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
46
April 2024 — FULCRUM ASSET MANAGEMENT LLP grew from 38 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.