DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 306920
CRANFORD, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Brian N Russell | n/a | CRANFORD, NJ | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE VI LP | Real Estate Fund | $160M | Mar 29, 2024 | 7 | Mar 17, 2021 | reported | 021-383282 |
| FIDELIS INVESTORS WH 2021-01 LP | Real Estate Fund | $85.1M | Mar 29, 2024 | 2 | Mar 29, 2022 | reported | 021-395774 |
| FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE V LP | Real Estate Fund | $27.0M | Mar 29, 2024 | 10 | Mar 29, 2018 | reported | 021-284965 |
| FMJM RWL IV LLC | Real Estate Fund | $17.8M | Mar 29, 2024 | 1 | Mar 29, 2019 | reported | 021-299810 |
| FMJM RWL II LLC | Real Estate Fund | $11.9M | Mar 29, 2024 | 4 | Mar 31, 2014 | reported | n/a |
| FIDELIS INVESTORS MORTGAGE FUND I, LP | Real Estate Fund | $7.0M | Mar 29, 2024 | 1 | Mar 29, 2022 | reported | 021-425228 |
| FMJM RWL V LLC | Real Estate Fund | $2.6M | Aug 4, 2022 | 1 | Mar 17, 2021 | dropped | 021-377801 |
| FMJM RWL LLC | Real Estate Fund | $2.5M | Apr 20, 2021 | 4 | Mar 31, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FASSNACHT, MICHAEL, NOLAN | EXECUTIVE DIRECTOR | Na | yes | 09/2020 | Mar 28, 2023 | Mar 29, 2024 |
| Hirokawa, Daisuke | CHIEF FINANCIAL OFFICER | Na | yes | 04/2022 | Mar 28, 2023 | Mar 29, 2024 |
| TESSITORE, MICHAEL, ANDREW | MANAGING MEMBER | D | yes | 05/2020 | Jun 2, 2020 | Mar 29, 2024 |
| TORTORELLA, BRIAN, J | MANAGING MEMBER | D | yes | 05/2020 | Jun 2, 2020 | Mar 29, 2024 |
| Karongo, Lucy | CHIEF COMPLIANCE OFFICER | Na | no | 03/2021 | Mar 17, 2021 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FIDELIS INVESTORS MORTGAGE FUND I GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| FIDELIS INVESTORS WH 2021-01 GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE V GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE VI GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.4B | $1.4B | 17 | 6 | 0 | 6 | n/a |
| 2024 | Mar 28, 2025 | $1.0B | $1.0B | 15 | 6 | 0 | 6 | n/a |
| 2023 | Mar 28, 2024 | $879M | $879M | 13 | 5 | 0 | 6 | $309M |
| 2022 | Mar 28, 2023 | $700M | $700M | 11 | 6 | 0 | 6 | $383M |
| 2021 | Mar 29, 2022 | $817M | $817M | 9 | 5 | 0 | 7 | $419M |
| 2020 | Mar 17, 2021 | $515M | $515M | 9 | 5 | 0 | 6 | $401M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $1.0B | 36.2% | $700M | 25.3% | 17 | 15 | 0 | 0 |