FIDUS INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- EVANSTON, Illinois
- CRD number
- 156981
- Registered since
- April 20, 2011
- Website
- www.fdus.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
FINTRXOverview
Fidus Investment Advisors, LLC is an institutional-focused adviser that operates as a limited liability company and is organized around managing pooled investment vehicles and investment companies. The firm’s business model centers on private fund management: it sponsors and serves as a general partner or managing member of pooled vehicles while providing portfolio management services to businesses and institutions. Fee arrangements include both a percentage-of-AUM component and performance-based fees, which aligns compensation with fund-level outcomes. Investment activity is concentrated in closed-end, alternative strategies rather than a large public securities platform. The firm classifies itself as a private equity fund manager and identifies private equity and real estate as the principal alternative asset types it uses. Fidus is not positioned as an ESG-focused allocator and is not recorded as a pension consultant or multi-state adviser in its regulatory snapshot. Its client base is institutional, and its role in the market leans toward direct fund sponsorship and active portfolio oversight rather than broad retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2EDWARD ROSS
Chief Executive Officer & Investment Committee ChairCRD 2634614
SHELBY SHERARD
Chief Financial OfficerCRD 4249853
Contacts
3 of 6JOHN HERRING
Managing DirectorCRD 7894583
THOMAS LAUER
Managing Director, Investment Committee MemberCRD 2978956
JOHN GRIGG
Managing DirectorCRD 1740900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EVANSTON, IL
COOK
Location
EVANSTON, IL
Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1603 Orrington Ave
- Time zone
- CT (UTC-6)
- Office locations
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