DOSSIER · 13F-HR · Q1 2026
Fulcrum Asset Management LLP
Fulcrum Asset LLP's family office based in Boston, MA — $662M in tracked AUM across 220 positions as of Q1 2026.
FA
Fulcrum Asset LLP·Boston, MA·Family Office
CIK 0001353395 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Fulcrum Asset Management LLP
Portfolio Overview
Fulcrum Asset Management LLP reported a total portfolio value of $181.34 million as of September 30, 2025, representing a growth of 6.5% from the previous quarter's $170.34 million. The portfolio consists of 83 holdings, indicating a concentrated investment strategy. The firm manages a relatively focused portfolio, with the top 10 positions accounting for approximately 66.4% of the tot...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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