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Fidelis Private Fund

2023 Spring Social

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...

Limited Partner Capital Growth – $50M
Limited Partner Capital Growth – $50M

Fidelis Private Fund grew to $50 million in capital, an increase of $20 million since July 2021. FPF also grew from 53 to 113 limited partners during that period.

4th Annual Building Relationships Event

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...

Partner Connect Event

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%+...

3rd Year Anniversary
3rd Year Anniversary

Celebrating our third-year anniversary of helping investors achieve their financial goals. Since inception, we have consistently generated an 8%+ annualized return, approaching $40 million in capital with no delinquencies, and maintaining a loan/loss reserve of over 2% of total loan...

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.

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.

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.

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.

Advisory Board First Meeting

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

Team Additions
Team Additions

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