The FIDELIS CAPITAL PARTNERS is a privately held investment adviser that advises $2.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FIDELIS CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 279.48% over the last 3-years.
The Group has been registered with the SEC for 4.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 4221 W BOY SCOUT BLVD SUITE 730, TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 12 investment and 10 non-investment staff. The total number of Employees increased by 1,000% over the last 4-years.
Their $2.28Bn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $1.88Bn or 82.49% of Total Assets and Corporations or Other Businesses own $359.06mn or 15.72% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing nan% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
FIDELIS CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.