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Fidelis Investors, LLC

● SEC registered since 2020CRD 306920SEC# 801-119006Cranford, NJ
Export (members)
Ranks #2,676 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.01B
Fund GAV
$455.3M
Private funds
6
Employees
15
Accounts
7
Location
Cranford, NJ

Fidelis Investors, LLC assets under management

Fidelis Investors, LLC is an SEC-registered investment adviser based in Cranford, NJ. The firm has been registered since 2020. It reports $1 billion in regulatory assets under management and employs 15 people. Fidelis Investors, LLC manages 6 private funds with combined gross assets of $455.3 million, including Fidelis Investors Mortgage Fund I, LP. By regulatory assets, it ranks 2,676 of 5,911 private fund managers.

Fidelis Investors, LLC private funds

6 funds · $455.3M GAV
FundTypeGross assetsMin.
Fidelis Investors Mortgage Fund I, LPReal Estate$148.8M
Fidelis Residential Bridge Loan Venture VI LPReal Estate$141.6M
Fidelis Investors Wh 2021-01 LPReal Estate$121.2M
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Fidelis Investors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian J Tortorella ControlManaging Member50-75%2020
Daisuke Hirokawa ControlChief Financial OfficerUnder 5%2022
Lucy KarongoChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Fidelis Investors, LLC manage?

Fidelis Investors, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many private funds does Fidelis Investors, LLC manage?

Fidelis Investors, LLC manages 6 private funds with combined gross assets of $455.3 million.

How many employees does Fidelis Investors, LLC have?

Fidelis Investors, LLC reports 15 employees.

Where is Fidelis Investors, LLC located?

Fidelis Investors, LLC is based in Cranford, NJ and has been SEC-registered since 2020.

Does Fidelis Investors, LLC disclose fund performance?

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

Contact & registration

Address25 Commerce Drive, Suite 330, Cranford, NJ 07016
Phone908-402-8132
Office hours8a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$0
Total (RAUM)$1.01B