AdvisorCensus / Financial advisors / California / Los Angeles / Fusion Capital
Fusion Capital is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.
Quick answers
From the filingHow is Fusion Capital compensated?
On its Form ADV (Item 5.E, October 2026), Fusion Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Fusion Capital located?
Fusion Capital's principal office is in Los Angeles, CA, according to its Form ADV.
Is Fusion Capital registered with the SEC or a state?
Fusion Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 333924.
How much does Fusion Capital manage?
Fusion Capital reports $461,353,227 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).
What types of clients does Fusion Capital serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).
Does Fusion Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333924
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated June 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$461,353,227 as of October 2026, filing dated June 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Fusion Capital Partners, LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 9. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $461,353,227 | 9 | June 10, 2026 |
| October 2025 | Not reported | Not reported | February 14, 2025 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fusion Capital (CRD 333924): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fusion-capital-los-angeles-ca-333924