Fidus Investment Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$481M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Evanston, Illinois
CRD number: 156981
Registered since: April 20, 2011
Website: www.fiduscapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies91.76%
Pooled Investment Vehicles8.24%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fidus Investment Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm is classified as a private equity fund manager serving institutional clients. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Compensation is structured as a percentage of AUM and can include performance-based fees. Fidus does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Industry roles tied to the firm include acting as a broker-dealer affiliate, an investment adviser, and a sponsor/GP/managing member of pooled investment vehicles.