9AT: FVLCRUM PARTNERS, LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 07/31/2023
Other registrations (2)	SEC, ERA - Withdrawn, 06/29/2023 SEC, ERA - Active, 02/08/2022
Former registrations	FVLCRUM PARTNERS, LLC
ADV Location	BETHESDA, MD, United States
Contact Info	202 xxxxxxx
Websites

AUM^*	328,762,350 10%
of that, discretionary	328,762,350 10%
Number of Employees	16 33%
of those in investment advisory functions	11
Private Fund GAV^*	249,811,109 87%
Avg Account Size	109,587,450 10%
SMA’s	No
Private Funds	3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser JUNA EQUITY PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM154.1m	#Funds-
Adviser EDUCATION GROWTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund432.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV432.4m	AUM347.1m	#Funds11
Adviser IMPACT INVESTORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund9.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.3m	AUM318.2m	#Funds1
Adviser ARCHVEST WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM387.0m	#Funds1
Adviser GREYBULL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund493.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund20.2m	Total Private Fund GAV513.6m	AUM513.6m	#Funds4
Adviser ROCKWOOD EQUITY PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund714.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV714.8m	AUM189.8m	#Funds9
Adviser REYNOLDS CHANNEL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund233.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV233.2m	AUM233.2m	#Funds2
Adviser GRANT AVENUE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund716.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV716.1m	AUM716.1m	#Funds8
Adviser SAGARD HOLDINGS MANAGER (US) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund73.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV73.2m	AUM1.4b	#Funds4
Adviser TSP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund286.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund150.0m	Total Private Fund GAV436.1m	AUM317.3m	#Funds4

Brochure Summary

Overview

FVLCRUM Partners, LLC (“FVLCRUM” or “Adviser”) is a Delaware limited liability company formed in July 2020. FVLCRUM is led by four principals: Chijioke Asomugha, Harrison Perry, Marques Martin, and Benjamin Carson, Jr. (each a “Principal” and collectively, the “Principals”). FVLCRUM serves as the investment adviser to a fund structure comprised of three private pooled investment vehicles for sophisticated investors (the “Fund”). FVLCRUM Holdings LLC, a Delaware limited liability company, is the general partner of the Fund (the “General Partner”). Item 4.B. FVLCRUM pursues its investment strategy through managing the Fund’s portfolio. FVLCRUM has discretion with respect to investment decisions made for the Fund. FVLCRUM provides investment advisory services to the Fund based on the investment objectives and strategies described in the Fund’s confidential offering memorandum and governing documents (referred to collectively as “Offering Documents”). FVLCRUM was established to invest in lower middle market, minority-owned companies in the United States principally in the government contracting, healthcare and business services sectors. FVLCRUM’s mission is to close the U.S. racial

wealth gap and simultaneously drive investor returns by providing equity capital and leveraging network capital to grow minority businesses and their communities. FVLCRUM does not limit its advisory services to certain types of securities as outlined in the Fund’s investment management agreement. Item 4.C. FVLCRUM provides investment advisory services in accordance with the Fund’s investment management agreement and Offering Documents. FVLCRUM will not tailor its advisory services to the individual needs of its Fund’s underlying investors. Underlying investors also cannot impose restrictions on the investment activities of the Fund. While there is a Fund advisory committee (“Advisory Committee”) comprised of Fund investors that consults with FVLCRUM concerning the Fund’s activities and operations as to business matters, including conflicts of interest, this committee does not take part in the management or control of the Fund. Item 4.D. FVLCRUM does not participate in wrap fee programs. Item 4.E. As of December 31, 2023, FVLCRUM has approximately $298M of discretionary regulatory assets under management. FVLCRUM does not manage any assets on a non-discretionary basis.

FVLCRUM PARTNERS, LLC

FVLCRUM PARTNERS, LLC

FVLCRUM FUNDS CAPITAL GROUP

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FVLCRUM PARTNERS, LLC FVLCRUM PARTNERS, LLC FVLCRUM FUNDS CAPITAL GROUP

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

FVLCRUM PARTNERS, LLC

FVLCRUM PARTNERS, LLC

FVLCRUM FUNDS CAPITAL GROUP