FIDELIS INVESTORS, LLC
CRD #306920 SEC #801-119006 CRANFORD, NJ 908-402-8132
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$1B
Employees
15
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $0 | 15 | 0 |
| Mar 2024 | $878.9M | $878.9M | $0 | 13 | 0 |
| Mar 2024 | $878.9M | $878.9M | $0 | 13 | 0 |
| May 2023 | $700.5M | $700.5M | $0 | 11 | 0 |
| Mar 2023 | $700.5M | $700.5M | $0 | 11 | 0 |
| Aug 2022 | $816.6M | $816.6M | $0 | 9 | 0 |
| Mar 2022 | $816.6M | $816.6M | $0 | 9 | 0 |
| Apr 2021 | $515.1M | $515.1M | $0 | 9 | 0 |
| Mar 2021 | $515.1M | $515.1M | $0 | 9 | 0 |
| Nov 2020 | $0 | $0 | $0 | 9 | 0 |
| Jun 2020 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$878.9M
Discretionary$878.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$878.9M
Discretionary$878.9M
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees11
Clients0
DateAug 2022
Total AUM$816.6M
Discretionary$816.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$816.6M
Discretionary$816.6M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$515.1M
Discretionary$515.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$515.1M
Discretionary$515.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0