Why Fulcrum

Fulcrum Limited is an independent global fund administrator that combines leading edge technology with hands-on industry expertise to deliver a fund administration service defined by client service, rich functionality, robustness, and automation to managers and investors.

Client Service Model - Progressive Approach to Fund Administration

Fulcrum’s model is founded in meeting the needs of the hedge fund managers and investors with a centralized approach to fund administration activities.

Fulcrum provides superior client service and satisfaction starting with a complete technical and operational system for transitioning and start-up fund managers and continues with on-site visits, and service level reviews.

Bridging traditional gaps between sales and operations from the start of an engagement, Fulcrum’s dedicated Client Acquisition Team (CAT) provides the whole continuum for the client from the sale, to on-boarding, until the successful release of the first several NAV cycles. The efficiency of this intensive process allows a fund manger to either launch new funds or transition existing funds to Fulcrum in an extremely short time period and results in initial and ongoing timely NAV delivery to investors.

Supporting the NAV Team is Fulcrum’s technology and infrastructure. Fulcrum has built a fully scalable fund administration process with applications that are standardized across all clients.

Driven by Technology

Fulcrum’s technology was developed specifically for hedge funds. Continuous development of proprietary, fully integrated software and systems maintains Fulcrum’s position as a leader in the automation of fund administration processes.

By implementing the most advanced technologies in the sector, Fulcrum can deliver results and service more accurately and quickly than our competitors and exceed the expectations of today’s hedge fund manager.

The core of Fulcrum’s infrastructure is automation. Proprietary technology automates many tasks in the administration process, allowing Fulcrum to streamline its teams and increase capacity.

With robust operations and technology now demanded by institutional investors, Fulcrum supports its hedge fund clients through its investment in world-class business continuity, risk management, and disaster recovery systems.

Expertise - Handling the “Tough Stuff”

Fulcrum’s experienced management team is the backbone of the organization. The executive team brings breadth and depth of experience in fund accounting, technology, trading, legal, and financial services having served in senior management and leadership positions at top-tier hedge funds, investment banks, accounting, and insurance firms.

Staying at the forefront of the ever-evolving complexity of the hedge fund sector, Fulcrum brings immediately applicable expertise to service complex and exotic strategies and structures that trade heavily in OTC instruments, derivatives, distressed securities, convertibles, credit default swaps, insurance-linked products, private equity as well as more traditional security types such as equities and listed bonds.

Management and staff hold the highest professional credentials and the firm is SAS70 qualified by Ernst and Young, LLP, on the controls that support our customers’ businesses.