History of Fidelis Private Fund
Fidelis Private Fund, LP (FPF) was founded in 2019. Below we share some of the milestones of our history. As FPF is truly a community of investors / partners, borrowers, brokers, developers, and our staff, we are excited about our progress and our future together.
Fidelis Historical Timeline
General Partner and a select number of limited partners meet quarterly for accountability and advisory purposes.
Year-end Investor Capital exceeds $4,606,300 and Loan Commitments Outstanding were $7,257,000.
Obtained California Financial Lender’s License CFL
Added a new shareholder, Sam Attisha, to the General Partner Fidelis Private Fund, Inc.
Year-end Investor Capital exceeds $12,933,973 and Loan Commitments Outstanding were $15,831,409.
Reached 40 limited partners and $15M in capital.
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.
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.
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.
Fidelis Private Fund held a Partner Connect Event on September 15, 2022 at our new corporate office for limited partners and prospective investors. Fidelis recently celebrated its three-year anniversary and we were pleased to share exciting developments in the growth and the consistent 8%+ annualized returns to our investors. We..Read More
On November 3, 2022, Fidelis Private Fund celebrated an enjoyable get-together with our borrowers and brokers at our new office location. We were glad to show off our new space and enjoy a fun evening of camaraderie, delicious Mexican food, drinks and some featured speakers. John Lloyd shared some updates..Read More
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. We were joined by Steve Sefton, president of Endeavor Bank who talked about the current economy and how Endeavor is positioned for..Read More
Fidelis Private Fund hosted a luncheon for prospective investors at the Feast & Fareway Restaurant adjacent to the Coronado Golf Course. Joined by current partners and many friends and prospective partners from the region, we enjoyed getting acquainted and introducing the Fidelis Private Fund investment opportunity.
On November 10, 2023, Fidelis Private Fund celebrated its 5th Annual Building Relationships Event at the Pyramid Design Center in San Diego. We were joined by numerous borrower, brokers and friends as we connected in a relaxed setting in this very unique space. The event was co-hosted by Moe’s Coffee..Read More