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...
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...
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...
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.
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...
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%+...
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...
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 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.
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.
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.
Reached 53 limited partners and $20 million in Capital
Fidelis Private Fund celebrates its 2nd Anniversary.
General Partner and a select number of limited partners meet quarterly for accountability and advisory purposes.
Our inaugural networking event for borrowers and brokers was held in late 2019.
Presentation by co-founders to existing and prospective limited partners.
Fidelis hosted networking event for regional borrowers and brokers.
Reached 40 limited partners and $15M in capital.
Obtained California Financial Lender’s License CFL
Allan Paranada joined Fidelis as a Broker Associate and Monica Johnston joined as Operations & Investor Relations Officer.