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FIDELIS INVESTORS, LLC

CRD 306920 · SEC 801-119006

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25 COMMERCE DRIVE, SUITE 330, CRANFORD, NJ, 07016, United States

Phone

908-402-8132

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.38B

Discretionary AUM

$1.38B

Team

17 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles6$1.02B
Insurance companies1$355.9M

States served

NJ

All web addresses on file

Official SEC filing: View on IAPD