Venture
Fulcrum Growth Fund V QP, LLC
Raising 2024-03-01Venture Capital Fund · adviser (attributed) Fulcrum Equity Partners, Inc.
- CIK 1964966
- File 021-473588
- State GA
- 506(b)
- 3(c)(7)
- Sought
- $375M
- Form D target
- Sold so far
- $351M
- 94% of sought · 2024-03-01
- Investors
- 340
- reported
- Minimum investment
- $0
- no minimum, as filed
Connected
from Form D 021-473588Fund size — sought vs sold
$351M of $375M$351M sold · 94%$375M sought
Facts
As its latest Form D states them
- Fund type
- Venture Capital Fund
- Adviser (attributed)
- Fulcrum Equity Partners, Inc.
- State
- Georgia (GA)
- Exemptions
- Rule 506(b); Investment Company Act Section 3(c)(7)
- First filed
- 2023-02-15
- Latest filing
- 2024-03-01
- First sale
- 2023-01-31
- Filings
- 2 Form D
People
Named in Item 3 of its latest Form D, filed 2024-03-01
| Name | Relationship | Clarification |
|---|---|---|
| Frank X. Dalton | RelationshipDirector | ClarificationManager of Fulcrum Fund V Manager, LLC, Manager |
| James S. Douglass | RelationshipDirector | Clarification— |
| Thomas L. Greer | RelationshipDirector | Clarification— |
| Philip A. Lewis | RelationshipDirector | Clarification— |
Sales compensation
Named in Item 12 of its Form D filings
| Recipient | CRD | Broker-dealer | Offerings |
|---|---|---|---|
| Invicta Capital LLC | CRD288101 | Broker-dealer— | Offerings1 |
Amendments
amount sold · by filing date2024-03-01 · $351M
- 2023-02-15$160MD · 168 inv.
- 2024-03-01$351MD/A · 340 inv.
Hover a dot or row, or tab through the dots · bars scaled to the largest round ($351M)
The other funds of Fulcrum Equity Partners, Inc. (8 on Form ADV) and every Form D as filedSee plans
The firm and the filings behind Fulcrum Growth Fund V QP, LLC
A fund's Form D states its target and what it has sold so far. The dashboard puts it beside the adviser's other funds from Form ADV, the startups linked to it, and every amendment as filed.
- The adviser's Venture page: its Form ADV funds, assets and other Form D offerings
- Where co-filings link it, the startups this fund backed
- Every Form D and amendment as filed, with what each one stated
- Everyone its filings name, linked to their other funds and companies
Part of the Venture plan — $140/mo at launch pricing ($350 list)
See plansExternal link: SEC Filings ↗