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Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund

Hedge FundFund ID 805-6940025736Singapore
Gross assets
$75.4M
Min. investment
$1M
Beneficial owners
1
Size rank
Top 48%
Audited
No
Structure
Standalone

About this fund

Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund is a hedge fund managed by Heirloom Investment Management LLC. The fund reports $75.4 million in gross assets, placing it among the top 48% of private funds by size. The stated minimum investment is $1 million. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6940025736
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Heirloom Investment Fund SPC - Heirloom Fixed Return Fund SpHedge$16.7M
Heirloom Helicopter Leasing Pool 2020 LLCPrivate Equity$4.7M

Frequently asked questions

How large is Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund?

Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund reports $75.4 million in gross assets, among the top 48% of private funds by size.

What is the minimum investment for Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund?

The stated minimum investment is $1 million.

Who manages Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund?

Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund is managed by Heirloom Investment Management LLC.

Does Ocorian Singapore Trust Company PTE Ltd As Trustee of Fidelis Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Auditor
None reported

Reported gross assets

$75.4M▼ 6%
Mar '25 — $80.3MApr '25 — $80.3MMay '25 — $80.3MJun '25 — $80.3MJul '25 — $80.3MAug '25 — $80.3MSep '25 — $80.3MOct '25 — $80.3MNov '25 — $80.3MDec '25 — $80.3MJan '26 — $80.3MFeb '26 — $80.3MMar '26 — $75.4MApr '26 — $75.4MMay '26 — $75.4MJun '26 — $75.4M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 48%
Larger than 52% of 67,041 private funds
Gross assets vs Hedge FundsTop 62%
Larger than 38% of 12,442 hedge funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.