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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

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 Growth

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 Growth

Limited Partner Growth

Reached 53 limited partners and $20 million in Capital