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Fidelis Capital Partners, LLC

● SEC registered since 2022CRD 322287SEC# 801-126176Tampa, FL
Export (members)
Reg. AUM
$1.66B
Employees
21
Accounts
934
Location
Tampa, FL

Fidelis Capital Partners, LLC assets under management

Fidelis Capital Partners, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2022. It reports $1.7 billion in regulatory assets under management and employs 21 people.

Fidelis Capital Partners, LLC owners & executives

15 reported
NameTitleOwnershipSince
Engles Oz, LLC.Member5-10%2024
FCP Advisor Partners ControlMember50-75%2022
Justin Derrick Jones ControlChief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Fidelis Capital Partners, LLC manage?

Fidelis Capital Partners, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Fidelis Capital Partners, LLC have?

Fidelis Capital Partners, LLC reports 21 employees.

Where is Fidelis Capital Partners, LLC located?

Fidelis Capital Partners, LLC is based in Tampa, FL and has been SEC-registered since 2022.

Does Fidelis Capital Partners, LLC disclose fund performance?

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

Contact & registration

Address4221 W Boy Scout Blvd, Suite 730, Tampa, FL 33607
Phone813-934-6246
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1962755
Discloses disciplinary historyNo

Assets under management

Discretionary$1.63B
Non-discretionary$26M
Total (RAUM)$1.66B