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Fidelis Investors, LLC

● SEC registered since 2020CRD 306920SEC# 801-119006Cranford, NJ
Export (members)
Ranks #2,615 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.38B
Fund GAV
$452.2M
Private funds
6
Employees
17
Accounts
7
Location
Cranford, NJ

Fidelis Investors, LLC assets under management

Fidelis Investors, LLC is an SEC-registered investment adviser based in Cranford, NJ. The firm has been registered since 2020. It reports $1.4 billion in regulatory assets under management and employs 17 people. Fidelis Investors, LLC manages 6 private funds with combined gross assets of $452.2 million, including Fidelis Investors Mortgage Fund I, LP. By regulatory assets, it ranks 2,615 of 6,004 private fund managers.

Fidelis Investors, LLC private funds

6 funds · $452.2M GAV
FundTypeGross assetsMin.
Fidelis Investors Mortgage Fund I, LPReal Estate$179.6M
Fidelis Investors Wh 2021-01 LPReal Estate$130.3M
Fidelis Residential Bridge Loan Venture VI LPReal Estate$108.2M
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Fidelis Investors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian J Tortorella ControlManaging Member50-75%2020
Daisuke Hirokawa ControlChief Financial OfficerUnder 5%2022
Lucy KarongoChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Fidelis Investors, LLC manage?

Fidelis Investors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Fidelis Investors, LLC manage?

Fidelis Investors, LLC manages 6 private funds with combined gross assets of $452.2 million.

How many employees does Fidelis Investors, LLC have?

Fidelis Investors, LLC reports 17 employees.

Where is Fidelis Investors, LLC located?

Fidelis Investors, LLC is based in Cranford, NJ and has been SEC-registered since 2020.

Does Fidelis Investors, LLC disclose fund performance?

Fidelis Investors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25 Commerce Drive, Suite 330, Cranford, NJ 07016
Phone908-402-8132
Office hours8a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.38B▲ 36%
Mar '25 — $1.01BApr '25 — $1.01BMay '25 — $1.01BJun '25 — $1.01BJul '25 — $1.01BAug '25 — $1.01BSep '25 — $1.01BOct '25 — $1.01BNov '25 — $1.01BDec '25 — $1.01BJan '26 — $1.01BFeb '26 — $1.01BMar '26 — $1.38BApr '26 — $1.38BMay '26 — $1.38BJun '26 — $1.38B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.38Bregulatory AUM
Discretionary $1.38B

Service providers