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Building 2FIDELIS INVESTORS, LLC

Map pinCRANFORD, NJ
Phone908-402-8132
NotebookSEC #801-119006
Total AUM
$1.4B
Employees
17
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 COMMERCE DRIVE, SUITE 330
CRANFORD
NJ 07016
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
908-402-8132

ReceiptFinancials

Total AUM
$1.4B
Accounts
7
Discretionary
$1.4B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$1B
Insurance Company Clients
1
AUM
$355.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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