The Fulcrum funds target privately-negotiated, structured equity, private credit, and asset level investments. Fulcrum’s disciplined investment strategy is designed to capitalize on opportunistic, and often contrarian, investing across the capital structure. The majority of Fulcrum’s committed capital across the two primary private equity funds that the firm currently manages as the general partner consists of capital commitments from third party institutional investors. Fulcrum is a Registered Investment Adviser in Colorado, where the firm is headquartered.

Investment Management

Fulcrum Energy Capital Funds

Brad Morse

Sam Zell

Doug Sandridge

Ryan Sullivan

Grant Farn

Daniel Silverman

Houlihan Lokey

The Leadership Team at Fulcrum Energy Capital Funds is responsible for setting the strategic direction and oversight of the firm's investment strategies in structured equity and private credit. This team, comprised of seasoned executives, collaborates to evaluate market opportunities, drive operational efficiency, and ensure alignment with the firm’s disciplined investment principles. Additionally, they play a key role in fostering relationships with institutional investors and enhancing the firm’s focus on ESG and regulatory compliance.

Leadership Team

Management Team

Operations Team

Leadership Team

About

Team members

Other teams at Fulcrum Energy Capital Funds

Management Team

Operations Team