Mission
The Problem: The wealth gap has become one of the defining issues of our generation. The bottom 50% of households by wealth hold less than 4% of total household wealth. While the top 10% of households hold over two-thirds of the US wealth. There are many factors influencing these disparities, including the concentration of corporate stock ownership.
Fund Objectives
- Provide strong returns for investors by aligning social impact and proven investing fundamentals.
- Create the next generation of market leading businesses that support underserved communities and provide opportunities for corporate stock ownership.
- Create living wage jobs, economic opportunity and community development
Community Reinvestment Act
FVLCRUM represents the alignment of the sophistication of private equity and the innovation required in economic development. Our goal is to generate favorable returns for investors by targeting control equity investments in companies of scale that demonstrate significant potential for growth, sustainable competitive advantages, job creation, and community impact.