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Fidelis Capital, LLC

● SEC registered since 2006CRD 141341SEC# 801-67192Birmingham, AL
Export (members)
Ranks #5,828 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.4M
Fund GAV
$6.9M
Private funds
1
Employees
2
Accounts
3
Location
Birmingham, AL

Fidelis Capital, LLC assets under management

Fidelis Capital, LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2006. It reports $12.4 million in regulatory assets under management and employs 2 people. Fidelis Capital, LLC manages 1 private fund with combined gross assets of $6.9 million, including Private Market Investment Fund II, LLC. By regulatory assets, it ranks 5,828 of 5,911 private fund managers.

Fidelis Capital, LLC private funds

1 funds · $6.9M GAV
FundTypeGross assetsMin.
Private Market Investment Fund II, LLCVenture Capital$6.9M$250K

Fidelis Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Stanley Stein ControlMember, Chief Compliance Officer25-50%2001
Steven McCall Dauphin ControlMember25-50%2001
William Edward Reiser ControlMember25-50%2001

Frequently asked questions

How much does Fidelis Capital, LLC manage?

Fidelis Capital, LLC reports $12.4 million in regulatory assets under management on its Form ADV.

How many private funds does Fidelis Capital, LLC manage?

Fidelis Capital, LLC manages 1 private funds with combined gross assets of $6.9 million.

How many employees does Fidelis Capital, LLC have?

Fidelis Capital, LLC reports 2 employees.

Where is Fidelis Capital, LLC located?

Fidelis Capital, LLC is based in Birmingham, AL and has been SEC-registered since 2006.

Does Fidelis Capital, LLC disclose fund performance?

Fidelis Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address820 Shades Creek Pkwy., Ste. 1200, Birmingham, AL 35209
Phone205.578.0592
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.5M
Non-discretionary$6.9M
Total (RAUM)$12.4M

Service providers

Auditor
Administrator