6th Year Anniversary
Celebrating our sixth-year anniversary of helping investors achieve their financial goals.
5th Year Anniversary
Celebrating our fifth-year anniversary of helping investors achieve their financial goals.
4th Year Anniversary
Celebrating our fourth-year anniversary of helping investors achieve their financial goals.
Fidelis & John Lloyd Featured in California Business Journal
In the spring of 2024, John Lloyd and Fidelis Private Fund were approached by the California Busines Journal to feature our company in their publication. Being approached by the CBJ was an honor, but what excited John and the Fidelis partners the most was the recognition of the hard work..Read...
2025 Spring Investor Event – “Joint Networking for Success”
This spring gathering held at the corporate offices of Fidelis and co-sponsored by Endeavor Bank, was more than just a networking opportunity-—it was a powerful, in-person experience designed to foster meaningful connections among investors, entrepreneurs, and professionals aligned with Fidelis’...
Limited Partner Capital Growth – $90M+
Fidelis reached a new milestone exceeding $90 million in capital.
Limited Partner Capital Growth – $80M+
Fidelis reached a new milestone exceeding $80 million in capital.
2024 Fall Social – “Appreciation”
Our limited partners, prospective partners, general partners, staff, and friends gathered at our headquarters on November 7th, 2024 for our semi-annual social gathering. With over 70 in attendance, we were delighted to welcome everyone and express our appreciation for growing group of limited...
6th Annual Building Relationships Event
Our Fall Fidelis Building Relationships event was held on October 24, 2024 at the Punch Bowl Central. Many joined us and we had a great time of connecting. We celebrated the importance of connections, knowing that our success thrives on the strength of the relationships we build. We are...
Limited Partner Capital Growth – $70M+
In just one quarter Fidelis reached a new milestone exceeding $70 million in capital, an increase of over $10 million in just over three months.
2024 Spring Social – “Building Together”
With a theme of community and united accomplishment, the General partners were pleased to host our annual spring social on May 9th at the Fidelis Private Fund office. The event brought together many of our limited partners and prospective investors for an evening of engaging conversations...
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
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
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...