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Fidelis Historical Timeline

2019
Jul-2019

Founding

Founding

Inception of Fidelis Private Fund, LP with three Co-Founders: John Lloyd, Chad Ruyle, and Jon Maddux

Sep-2019

First Line of Credit

First Line of Credit

Obtained a $2M line of credit from Endeavor Bank

Sep-2019

Limited Partner Event

Limited Partner Event

Presentation by co-founders to existing and prospective limited partners.

Nov-2019

Advisory Board First Meeting

General Partner and a select number of limited partners meet quarterly for accountability and advisory purposes.

Dec-2019

Fidelis Borrower/Broker Networking Event

Fidelis Borrower/Broker Networking Event

Our inaugural networking event for borrowers and brokers was held in late 2019.

Dec-2019

2019 Year End Highlights

Year-end Investor Capital exceeds $4,606,300 and Loan Commitments Outstanding were $7,257,000.

Dec-2019

Investor Return 2019

Investor Return 2019

Annualized yield to investors exceeds 8%

2020
Jan-2020

Team Additions

Team Additions

Allan Paranada joined Fidelis as a Broker Associate and Monica Johnston joined as Operations & Investor Relations Officer.

May-2020

Obtained the CFL

Obtained California Financial Lender’s License CFL

Jul-2020

Sam Attisha Joins GP

Added a new shareholder, Sam Attisha, to the General Partner Fidelis Private Fund, Inc.

Jul-2020

Increase of Line of Credit

Increase of Line of Credit

Endeavor Bank line of credit increased to $3M

Oct-2020

Fidelis Borrower Networking Event

Fidelis Event

Fidelis hosted networking event for regional borrowers and brokers.

Dec-2020

2020 Year End Highlights

Year-end Investor Capital exceeds $12,933,973 and Loan Commitments Outstanding were $15,831,409.

Dec-2020

Investor Return 2020

Investor Return 2020

Annualized yield to investors exceeds 8%

2021
Jan-2021

Increase of Line of Credit

Increase of Line of Credit

Endeavor Bank line of credit increased to $4.5M

Feb-2021

Limited Partner Capital Growth – $15M

Reached 40 limited partners and $15M in capital.

Jul-2021

Fidelis 2nd Anniversary

Fidelis 2nd Anniversary

Fidelis Private Fund celebrates its 2nd Anniversary.

Jul-2021

Limited Partner Capital Growth – $20M

Limited Partner Capital Growth – $20M

Reached 53 limited partners and $20 million in Capital

Sep-2021

Investor Appreciation Event

Hosted our limited partners and prospective partners at the University Club atop Symphony Towers, sharing our gratitude, our model and performance, and our vision for Fidelis Private Fund.

Nov-2021

Building Relationships Event

Fidelis Private Fund celebrated another successful get-together with our borrowers and brokers in early November. The purpose of this event was to create a place where we could connect and share ideas, strengthen existing relationships and establish new ones.

2022
Jan-2022

Limited Partner Capital Growth – $30M

Limited Partner Capital Growth – $30M

Fidelis Private Fund grew to $30 million in capital, an increase of $10 million since July 2021. FPF also grew from 53 to 77 limited partners during that period.

Mar-2022

Spring Social Investor Event

Fidelis Private Fund hosted its Spring Social event at the corporate office of FPF. Limited partners and guests joined us for a great time of food and connecting as John Lloyd, CEO & President, offered a few remarks on the fund, its recent performance, and what is ahead in 2022.