Fulcrum understands the importance of efficient trade settlement and clearing. We add significant benefits to our clients by employing highly skilled settlement professionals. Fulcrum's knowledgable, in-house professionals combined with best-in-class outside counsel, ensure that products are settled in a seamless manner.
Non-securities transactions are conducted by Fulcrum Credit Partners LLC (“FCP”) in conjunction with one or more of the Fulcrum Distressed Opportunity Funds™ where Fulcrum is taking a principal position in the subject instrument. All inquires should be directed to FCP’s legal department at (512) 473-2771, clearing@fulcruminv.com.
Securities transactions are conducted by Fulcrum Capital Markets LLC (“FCM”), member FINRA || SIPC. Our institutional customers can obtain access to FCM’s trade settlement instructions by contacting our back office or your Fulcrum securities sales contact. If you have not transacted business with Fulcrum, you will find our account opening and settlement process to be simple and efficient.
Securities clearing services are provided by Penson Financial Services.