FIDELIS INVESTORS, LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$197M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CRANFORD, New Jersey
CRD number: 306920
Registered since: July 8, 2020
Website: www.fidelis-investors.com
Custodians: COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles74.14%
Insurance Companies25.86%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fidelis Investors, LLC is an institutional-focused investment manager organized as an LLC and registered with the SEC in 2020. The firm’s activity centers on pooled investment vehicles and portfolio management for businesses and institutions, with its primary investment classification tied to real estate funds. Fidelis serves in sponsor and general partner roles and acts as managing member for its pooled vehicles, indicating active fund management rather than purely allocative work. The firm charges a mix of fees — percentage of AUM, fixed fees and performance-based fees — and does not position itself as an ESG-focused manager. Its mandate is concentrated on strategies that deliver income and capital appreciation through privately managed real assets and credit products tailored to institutional investors.