History of Fidelis Private Fund
Fidelis Private Fund, LP (FPF) was founded in 2019. Below we share some of the milestones of our history. As FPF is truly a community of investors / partners, borrowers, brokers, developers, and our staff, we are excited about our progress and our future together.
Fidelis Historical Timeline
Advisory Board First Meeting
General Partner and a select number of limited partners meet quarterly for accountability and advisory purposes.
2019 Year End Highlights
Year-end Investor Capital exceeds $4,606,300 and Loan Commitments Outstanding were $7,257,000.
Sam Attisha Joins GP
Added a new shareholder, Sam Attisha, to the General Partner Fidelis Private Fund, Inc.
2020 Year End Highlights
Year-end Investor Capital exceeds $12,933,973 and Loan Commitments Outstanding were $15,831,409.
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.
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.
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.
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%+ annualized returns to our investors. We..Read More
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 some updates..Read More
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 for..Read More
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 Fund investment opportunity.
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 Coffee..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, shared their positive investment experiences with Fidelis,..Read More
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
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, networking, and updates on..Read More