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Joseph Davidson

Managing Partner & COO at Fulcrum Asset Management

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Joseph Davidson is Managing Partner & COO of Fulcrum Asset Management LLP, a London investment adviser.

Role at Fulcrum Asset Management

Title on Schedule A
Managing Partner & COO
Control
Joseph Davidson is a control person of Fulcrum Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joseph Davidson has held the filed role since January 2010.

The firm

Fulcrum Asset Management LLP
London,

Form ADV filed 31 March 2026

$69.1B AUM26 clients39 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Joseph Davidson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joseph Davidson
CRD
5879107
Firm
Fulcrum Asset Management LLP
Record basis
Form ADV officer listing
Firm bio
fulcrumasset.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Fulcrum identifies Joe Davidson as Managing Partner and COO. His biography notes prior roles at Goldman Sachs Investment Management and Schroders and says he graduated from Warwick University and received an MSc in Organisational Behaviour from the University of London. Official Fulcrum biography

Education

  • Joe graduated from Warwick University (1997), received his MSc in Organisational Behaviour from the University of London (2003).Official Fulcrum biography

Common questions

Where does Joseph Davidson work?

Joseph Davidson has been Managing Partner & COO of Fulcrum Asset Management LLP since January 2010, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Fulcrum Asset Management

Sources

  1. IAPD individual lookup, CRD 5879107. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fulcrum Asset Management LLP, filed 31 March 2026. Title, control and ownership bands.
  3. Fulcrum Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joseph Davidson or Fulcrum Asset Management LLP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.