Close
760.258.4486
Mon - Fri : 8:00 - 5:00

Fidelis Private Fund

Limited Partner Capital Growth – $60M+
Limited Partner Capital Growth – $60M+

Fidelis Private Fund reached a new milestone exceeding $60 million in capital, an increase of over $10 million since April of 2023 and an increase of over 1,300% since the fund was founded in July of 2019. FPF also added 45 new limited partners, growing from 113 to 158 since..Read More

Limited Partner Holiday Appreciation Dinner

On December 14, 2023 we gathered at Humphrey’s Half Moon Inn to show our gratitude to the Fidelis limited partners for their support and commitment, underscoring that their participation is vital to Fidelis’s success. Long-standing partners and friends, Dan Birmingham and Tim Penkala...

5th Annual Building Relationships Event

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...

2023 Prospective Investor Luncheon

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...

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.