Private EquityRIA · CRD 310971SEC-RegisteredPrivate Fund Adviser

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Fvlcrum

At FVLCRUM, the firm serves as the point of leverage to empower expansion and opportunity. FVLCRUM seeks to be a catalyst to accelerate growth, drive value,...

Fvlcrum logo

Fvlcrum

At FVLCRUM, the firm serves as the point of leverage to empower expansion and opportunity. FVLCRUM seeks to be a catalyst to accelerate growth, drive value, and create opportunity for low-income communities. The Partners at FVLCRUM align impact and alpha with an emphasis on delivering investment returns and outsized impact at scale. FVLCRUM invests in lower-middle market companies to generate sustainable opportunity for underserved communities.

General information

Firm type

Private Equity

Year founded

2013

Location

Region

North America

Country

United States

City

Bethesda

Corporate office

Rockville, MD, United States

Sector focus

Business ServicesHealthcare ServicesIndustrial TechEnterprise Software

Frequently asked questions

Which industries does Fvlcrum target?

The firm concentrates on business services, healthcare services, and niche industrial technology. These sectors offer fragmented markets with a steady supply of founder-owned companies facing succession needs. Fvlcrum's stated strategy avoids sectors without recurring revenue or asset-heavy manufacturing models.

How does Fvlcrum source its investment opportunities?

Fvlcrum emphasizes origination outside traditional auction processes, building relationships with business owners, intermediaries, and regional advisors to identify opportunities before they go to market. This approach targets founder retirement transitions, family succession planning, and corporate carve-outs, which can sometimes be negotiated with less competitive tension than bank-led auctions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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