FIDELIS CAPITAL PARTNERS, LLC
Legal name: FIDELIS CAPITAL
CRD #322287 SEC #801-126176 TAMPA, FL 813-934-6246
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
21
Clients
10
Accounts
934
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| ELLIS, MATTHEW, HOYT | I | MANAGER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FCP ADVISOR PARTNERS | DE | OWNER | NA | |
| FCP ADVISOR PARTNERS | DE | OWNER | NA | |
| FCP ADVISOR PARTNERS | DE | OWNER | NA | |
| FCP ADVISOR PARTNERS | DE | OWNER | NA | |
| FCP ADVISOR PARTNERS | DE | OWNER | NA | |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| Jones, Justin, Derrick | I | CHIEF OPERATING OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, MATTHEW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONETTI, RICHARD, F | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| SMITH, MAXWELL, TYLER | I | CHIEF OPERATING OFFICER | NA | Control |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| TANGO CAPITAL VENTURES, LLC | DE | MEMBER | NA | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| FCP ADVISOR PARTNERS | DE | OWNER | E | |
| VRS OZ FUND II | DE | OWNER | E | Control |
| VRS OZ FUND II | DE | OWNER | E | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| FCP ADVISOR PARTNERS | DE | MEMBER | D | Control |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| VRS OZ FUND II | DE | OWNER | B | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| ENGLES OZ, LLC. | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A | |
| LUND IRREVOCABLE TRUST DATED DECEMBER 12, 2012 | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, CASSANDRA | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| KNEEN, TIMOTHY, BARNARD | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
| Klauer, Thomas, D | I | VRS OZ FUND II | F | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (25)
AR CA CO CT DC DE FL GA IL LA MA MD MO NC NH NJ NY OH PA SC TN TX VA WA WI
Address
4221 W BOY SCOUT BLVDSUITE 730
TAMPA, FL 33607
United States
Phone: 813-934-6246