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 SEC-registered limited liability company formed in 2020 that operates as a manager of pooled real estate investment vehicles for institutional clients. The firm is structured as a real estate fund manager and performs portfolio management for both pooled vehicles and businesses or institutions. It acts in sponsor and general partner capacities (managing member of pooled vehicles) rather than functioning as an independent capital allocator. Fee arrangements include asset-based fees, fixed fees, and performance‑based compensation. Fidelis does not identify as an active ESG investor and is not registered as a multi-state adviser.