Fulcrum Strategy, LLC (Manhattan Beach)

Fulcrum Strategy, LLC is a mid-sized advisory firm based in Manhattan Beach. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.

Fulcrum Strategy provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fulcrum Strategy: assets under management

The assets under management (AUM) of Fulcrum Strategy, LLC is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fulcrum Strategy, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fulcrum Strategy, LLC

Albert Grinsfelder Lowenthal has been acting as President since 1 Jan 2009. Joshua Scott Zuckerwise joined the executive team most recently as the Cfo, Coo, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Grinsfelder Lowenthal	Chairman	1 Jan 2009	75% - 100%	313519
Nicholas William Tell	President and ceo	1 Jan 2009	Other	2349938
Stephen Charles Beach	Chief compliance officer	1 Jan 2009	Other	867896
Bryan Edward Mckigney	Senior vice president	1 Jan 2009	Other	4293175
Deborah Kaback	Senior vice president	1 Jan 2009	Other	1854501
Dennis Patrick Mcnamara	Secretary and clo	1 Jan 2009	Other	2938486
Oppenheimer Asset Management Inc.	Managing member	1 Jan 2009	75% - 100%	105559
Jeffrey Alfano	Cfo	1 Jan 2009	Other	5127693
Llc Fulcrum Strategy Partners	Non managing member	1 Jan 2009	25% - 50%	26-1814920
Joshua Scott Zuckerwise	Cfo, coo, cco	1 Jan 2012	Other	5561192
Eben Paul Perison	Member	1 Jan 2012	Other	2926828

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Oppenheimer Holdings Inc.	100% owner	1 Oct 1983	75% - 100%	98-0080034
E.A. Viner International Co.	100% owner	1 Oct 1986	75% - 100%	76-148280
Eben Paul Perison	Owner	1 Jan 2009	25% - 50%	2926828

Based in Manhattan Beach

The principal office where Fulcrum Strategy, LLC performs its advisory services is located at 1230 Rosecrans Avenue, Suite 660, Manhattan Beach, CA 90266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-643-9100 or by fax 310-643-9113. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.