Fulham & Co provides portfolio management for pooled vehicles. The firm advises 8 private funds.
Fulham & Co reports 8 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($200M across 8 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $200M | 100.0% | $25M |
| Total | 8 | $200M | 100% | $25M |
- Clients
- 8
- Regulatory AUM
- $200M
- AUM share
- 100.0%
- Avg. per client
- $25M
Total
- Clients
- 8
- Regulatory AUM
- $200M
- AUM share
- 100%
- Avg. per client
- $25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 8
Fulham & Co is paid through fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Timothy Fulham owns 50% to 75% of Fulham & Co. The leadership team of Fulham & Co includes President John Fulham and Chief Compliance Officer Andrew Fulham. It has 11 employees.
Leadership
- John FulhamPresident and Director
- Andrew FulhamChief Compliance Officer and Vice President
- Timothy FulhamTreasurer and Director
Staff
- 11 employees
- 11 in advisory functions
- Owns 50% to 75% of Fulham & Co, Inc.
Timothy Fulham
Control person · since October 1984
- Owns 50% to 75% of Fulham & Co, Inc.
John Fulham
Control person · since October 1971
Fulham & Co’s regulatory assets fell from $247M (April 2021) to $200M (March 2026); clients were 8 in both filings and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $200M | 8 | 11 | 2 |
| March 2025 | $202M | 9 | 11 | 2 |
| February 2024 | $279M | 9 | 11 | 2 |
| March 2023 | $242M | 8 | 13 | 2 |
| March 2022 | $204M | 8 | 11 | 2 |
| April 2021 | $247M | 8 | 11 | 2 |
Besides its headquarters, Fulham & Co has 1 office, with 2 listed addresses in Massachusetts.
Massachusetts · 2 listed addresses
- 593 Washington Street, WellesleyHQ
- 260 Broadway, Methuen
Contact and registration details
- Legal name
- Fulham & Co, Inc.
- Headquarters
- 593 Washington Street, Wellesley, MA 02482
- Website
- fulhamco.com
- Phone
- 781-235-2266
- SEC file
- 801-74066
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Fulham & Co has custody of $200M in client assets for 8 clients.
How many clients does Fulham & Co have?
Fulham & Co has 8 clients and manages $200 million for them, as of March 2026. They include 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Fulham & Co offer?
Fulham & Co provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fulham & Co have?
Fulham & Co has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Fulham & Co?
Fulham & Co’s direct owners are Timothy Fulham (50% to 75%) and John Fulham (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Fulham & Co get paid?
Fulham & Co is paid through fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fulham & Co?
Fulham & Co’s main office is at 593 Washington Street, Wellesley, MA 02482. Its phone number is 781-235-2266. Its website is fulhamco.com.