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.