Firm profile

Fulcrum Asset Management LLP

LONDON, United KingdomCRD 137661Registration Status: ApprovedEffective since March 29, 2011SEC # 801-72206Latest ADV March 31, 2026

Fulcrum Asset Management Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in London, United Kingdom. Its latest Form ADV filing, dated March 31, 2026, reports $69.1B in regulatory assets under management, 101 employees, 1 office, and 26 accounts.

Assets Under Management
$69.1B
Employees
101
Offices
1 office
Total Clients
26

Associated firm names

3 names listed
  • FULCRUM ASSET MANAGEMENT LLP
  • HORIZON GLOBAL PARTNERS
  • HORIZON GLOBAL

Leadership

3 roles identified
CCODuncan A. Hayton
COOJoseph Davidson
CIOSuhail Shaikh

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

LONDON, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

United Kingdom

LONDONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$69.1Bas of March 31, 2026
Discretionary100.0%
$69.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 76.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
76.9%
20
2
Other Advisers
19.2%
5
3
Investment Cos.
3.8%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$69.1B
Total Accounts26
10Y AUM Change+$63.2B (+1070.9%)

Private Funds

Private funds reported by Fulcrum Asset Management LLP

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees101
Clients per Employee0:1
10Y Employee Change+39 (+62.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
GAVYN DAVIESDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
25% to < 50%
SUHAIL SHAIKHDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
10% to < 25%
FIDANTE PARTNERS EUROPE LIMITEDDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
10% to < 25%
FAM SERVICES LTDDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
JOSEPH DAVIDSONDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
ANDREW MAURICE BEVANDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
JAGO RUSCOMBE WESTMACOTTDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
PIOTR CHMIELOWSKIDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
Matthew RobertsDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
FAWAZ ALTAF CHAUDHRYDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
Steven John CreweDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
Matthew WrightDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
Juan Jose ANTOLIN DiazDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
STROTHER David PhilipDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%
Patrick James FordeDirect owner · Schedule AInterest in FULCRUM ASSET MANAGEMENT LLP
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Fulcrum Asset Management LLP.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

20 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1GAVYN DAVIESFOUNDER PARTNER AND EXECUTIVE CHAIRMANIndividualFULCRUM ASSET MANAGEMENT LLP25% to less than 50%Code CYesFOUNDER PARTNER AND EXECUTIVE CHAIRMAN06/2005Schedule APDF page 55
2FAM SERVICES LTDCORPORATE MEMBERForeign entityFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NAYesCORPORATE MEMBER12/2003Schedule APDF page 55
3JOSEPH DAVIDSONMANAGING PARTNER & COOIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NAYesMANAGING PARTNER & COO01/2010Schedule APDF page 55
4SUHAIL SHAIKHPARTNER & CHIEF INVESTMENT OFFICERIndividualFULCRUM ASSET MANAGEMENT LLP10% to less than 25%Code BYesPARTNER & CHIEF INVESTMENT OFFICER11/2006Schedule APDF page 55
5ANDREW MAURICE BEVANPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NAYesPARTNER02/2013Schedule APDF page 55
6JAGO RUSCOMBE WESTMACOTTPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NAYesPARTNER06/2018Schedule APDF page 55
7PIOTR CHMIELOWSKIPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NAYesPARTNER06/2018Schedule APDF page 55
8Matthew RobertsPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER01/2018Schedule APDF page 55
9FAWAZ ALTAF CHAUDHRYPARTNER & HEAD OF EQUITIESIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER & HEAD OF EQUITIES04/2021Schedule APDF page 55
10Steven John CrewePARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER04/2021Schedule APDF page 55
11Matthew WrightPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER04/2021Schedule APDF page 55
12Juan Jose ANTOLIN DiazPARTNERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER04/2022Schedule APDF page 55
13Emma PickeringPARNTER AND HEAD OF INVESTOR RELATIONSIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARNTER AND HEAD OF INVESTOR RELATIONS04/2022Schedule APDF page 55
14STROTHER David PhilipPARTNER & HEAD OF PORTFOLIO ENGINEERINGIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER & HEAD OF PORTFOLIO ENGINEERING04/2022Schedule APDF page 56
15Patrick James FordePARTNER & HEAD OF TRADINGIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPARTNER & HEAD OF TRADING04/2023Schedule APDF page 56
16Chris GowerHEAD OF BUSINESS DEVELOPMENT (PENSIONS & CONSULTANT RELATIONS)IndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoHEAD OF BUSINESS DEVELOPMENT (PENSIONS & CONSULTANT RELATIONS)04/2024Schedule APDF page 56
17Oyetola OyeleyePORTFOLIO MANAGEMENT DIRECTORIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoPORTFOLIO MANAGEMENT DIRECTOR04/2024Schedule APDF page 56
18Paul Selby SeatonBUSINESS DEVELOPMENT, HEAD OF U.SIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoBUSINESS DEVELOPMENT, HEAD OF U.S04/2024Schedule APDF page 56
19Duncan Alexander HaytonCHIEF COMPLIANCE OFFICERIndividualFULCRUM ASSET MANAGEMENT LLPLess than 5%Code NANoCHIEF COMPLIANCE OFFICER07/2025Schedule APDF page 56
20FIDANTE PARTNERS EUROPE LIMITEDSHAREHOLDERForeign entityFULCRUM ASSET MANAGEMENT LLP10% to less than 25%Code BNoSHAREHOLDER11/2025Schedule APDF page 56

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/31/2026 10:22:33 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.