Effective Date: January 2026 Last Updated: May 21, 2026
Fulcrum Operating Partners (“Fulcrum,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit fulcrumop.com (the “Site”) or otherwise interact with our firm.
By using the Site, you consent to the practices described in this Policy. If you do not agree, please discontinue use of the Site.
1. Who We Are
Fulcrum Operating Partners is an advisory firm working with private equity sponsors, portfolio companies, and operating businesses. For questions about this Policy or your data, contact us at: Email: contact@fulcrumoperatingpartners.com
2. Information We Collect
We collect information in three ways: information you provide directly, information collected automatically, and information from third parties.
Information You Provide. When you submit an inquiry, request materials, subscribe to communications, or contact us, you may provide your name, business email, company, title, phone number, and any details you include in your message.
Information Collected Automatically. When you visit the Site, we automatically collect certain technical data, including IP address, browser type, device identifiers, referring URLs, pages viewed, time spent, and similar usage data. We collect this through cookies, pixels, and similar technologies described in Section 6.
Information From Third Parties. We may receive limited information from analytics providers, advertising platforms, professional networks, data enrichment services, and publicly available sources. This may include firmographic data, professional history, and business contact information used to evaluate fit and inform outreach.
3. How We Use Information
We use the information we collect to:
1. Respond to inquiries and provide requested information
2. Evaluate potential client engagements and fit
3.Deliver advisory services and communications relevant to your business
4. Operate, secure, and improve the Site
5. Conduct research and analytics on Site performance and audience interests
6. Comply with legal obligations and enforce our agreements
7. Send periodic communications about Fulcrum’s work, perspectives, and offerings (you can opt out at any time)
8. We do not sell personal information.
4. How We Share Information
We share information only as needed to operate our business and only with parties bound by appropriate confidentiality and data protection obligations:
Service Providers: website hosting, analytics, email delivery, CRM, communications, and IT vendors operating on our behalf
Professional Advisors: legal counsel, auditors, and accountants
Business Transfers: in connection with a merger, acquisition, financing, or sale of assets
Legal Requirements: when required by law, court order, or to protect the rights, property, or safety of Fulcrum, our clients, or others
We do not disclose client engagement information to third parties except as authorized in our engagement agreements or as required by law.
5. Legal Basis for Processing (EEA / UK Users)
If you are located in the European Economic Area or United Kingdom, we process personal data under the following legal bases: your consent, performance of a contract, compliance with legal obligations, and our legitimate interests in operating and growing our firm, where those interests are not overridden by your rights.
6. Cookies and Tracking Technologies
We use cookies and similar technologies to operate the Site, analyze usage, and measure the effectiveness of our communications. Categories include:
Strictly necessary cookies: required for the Site to function
Analytics cookies: help us understand how visitors use the Site (e.g., Google Analytics)
Marketing and advertising cookies: measure campaign performance (e.g., LinkedIn Insight Tag, Meta Pixel)
You can manage cookies through your browser settings. If you are subject to GDPR, ePrivacy, or similar regulations, you may decline non-essential cookies through our consent banner.
7. Your Rights and Choices
Depending on your jurisdiction, you may have the right to:
Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your information
Object to or restrict certain processing
Withdraw consent where processing is based on consent
Receive a portable copy of your information
Lodge a complaint with a data protection authority
To exercise these rights, contact us at [contact@fulcrumoperatingpartners.com]. We will respond within the timeframes required by applicable law. We may need to verify your identity before fulfilling certain requests.
California Residents: Under the California Consumer Privacy Act (CCPA/CPRA), you have specific rights regarding personal information, including the right to know, delete, correct, and opt out of certain disclosures. We do not sell personal information or share it for cross-context behavioral advertising as those terms are defined under California law.
8. Data Retention
We retain personal information for as long as needed to fulfill the purposes described in this Policy, to maintain business records, to comply with legal obligations, and to resolve disputes. Retention periods vary based on the nature of the information and applicable legal requirements.
9. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration. No method of transmission or storage is fully secure, and we cannot guarantee absolute security.
10. International Data Transfers
Fulcrum is based in the United States. If you access the Site from outside the United States, your information may be transferred to, stored, and processed in the United States or other jurisdictions where data protection laws may differ from those in your country. Where required, we implement appropriate safeguards for such transfers.
11. Third-Party Links
The Site may link to third-party websites or resources. We are not responsible for the privacy practices or content of those sites. Review the privacy policies of any third-party sites you visit.
12. Children’s Privacy
The Site is intended for business users. We do not knowingly collect personal information from children under 16. If you believe a child has provided us information, contact us and we will take appropriate steps to delete it.
13. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be reflected by updating the “Last Updated” date above and, where appropriate, through additional notice. Your continued use of the Site after changes take effect constitutes acceptance of the updated Policy.
14. Contact
Questions, requests, or concerns regarding this Policy can be directed to:
Fulcrum Operating Partners Email: contact@fulcrumoperatingpartners.com