DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
FIDELIS CAPITAL Registered adviser · RIA / Wealth · matched FIDELIS CAPITAL PARTNERS, LLC · 801-126176 | TAMPA, | $2.3B | 14 | 2022 | ||||
FIDELIS INVESTORS, LLC Registered adviser · RIA / Wealth · 801-119006 Also on Private Credit, Real Estate Funds | CRANFORD, | $1.4B | 6 | 1 | 2020 | |||
| 1 | 1 | |||||||
| · probable | Birmingham, | $18.3M | 2 | 3 | 2015 | |||
FIDELIS INVESTORS LP Fund · RIA / Wealth · GOLDMAN SACHS ASSET MANAGEMENT, L.P. Also on Private Equity | $141M | 353 | 2016 | |||||
| Little Ferry, | 69 | |||||||
| MEDFORD, | $306M | 1 | 2020 | |||||
| $2.8M | 2025 | |||||||
FIDELIS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched FIDELIS WEALTH ADVISORS, LLC · 801-122530 | CASTLE ROCK, | $210M | 5 | 2021 | ||||
| SAINT CHARLES, | $160M | 1 | 2024 | |||||
| HOUSTON, | 2020 | |||||||
| Dallas, | 287 | |||||||
| Bellaire, | 140 | |||||||
Fidelis Animal Health Inc. Company · Venture · matched Fidelis Pharmaceuticals, Inc. · Form D equity offering | North Brunswick, | 1 | ||||||
| Anniston, | 124 | |||||||
| 2 | 1 | |||||||
FIDELIS INVESTORS OFFSHORE LP Fund · RIA / Wealth · GOLDMAN SACHS ASSET MANAGEMENT, L.P. Also on Private Equity | $73.3M | 112 | 2016 | |||||
| 1 | 2 | |||||||
| 1 | 2015 | |||||||
| $83.0M | 1 | 2016 | ||||||
FIDELIS INVESTORS WH 2021-01 LP Fund · RIA / Wealth · FIDELIS INVESTORS, LLC Also on Real Estate Funds | $85.1M | 2 | 2022 | |||||
Fidelis Investors Wh 2021-01 LP Real estate fund vehicle · RE funds · Fidelis Investors, LLC Also on RIA / Wealth Management | $85.1M | 2 | 2021 | |||||
FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE VI LP Fund · RIA / Wealth · FIDELIS INVESTORS, LLC Also on Private Credit, Real Estate Funds | $160M | 7 | 2021 | |||||
Fidelis Residential Bridge Loan Venture VI LP Real estate fund vehicle · RE funds · Fidelis Investors, LLC Also on RIA / Wealth Management | $160M | 7 | 2021 | |||||
FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE V LP Fund · RIA / Wealth · FIDELIS INVESTORS, LLC Also on Private Credit, Real Estate Funds | $27.0M | 10 | 2018 | |||||
OCORIAN SINGAPORE TRUST COMPANY PTE LTD AS TRUSTEE OF FIDELIS FUND Fund · RIA / Wealth · HEIRLOOM INVESTMENT MANAGEMENT LLC | $76.7M | 1 | 2020 | |||||
Fidelis Residential Bridge Loan Venture V LP Real estate fund vehicle · RE funds · Fidelis Investors, LLC Also on RIA / Wealth Management | $27.0M | 10 | 2021 | |||||
FIDELIS INVESTORS MORTGAGE FUND I, LP Fund · RIA / Wealth · FIDELIS INVESTORS, LLC Also on Real Estate Funds | $7.0M | 1 | 2022 | |||||
Fidelis Investors Mortgage Fund I, LP Real estate fund vehicle · RE funds · Fidelis Investors, LLC Also on RIA / Wealth Management | $7.0M | 1 | 2022 | |||||
| 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.