Fidelis Investors provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 6 private funds.
Fidelis Investors reports 7 clients. They include 6 pooled investment vehicles and 1 insurance company. Of its assets, 100.0% ($1.38B across 7 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 86% | 74% |
| Insurance companies | 14% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $1.02B | 74.1% | $170M |
| Insurance companies | Fewer than 5 | $356M | 25.9% | $356M |
| Total | 7 | $1.38B | 100% | — |
- Clients
- 6
- Regulatory AUM
- $1.02B
- AUM share
- 74.1%
- Avg. per client
- $170M
- Clients
- Fewer than 5
- Regulatory AUM
- $356M
- AUM share
- 25.9%
- Avg. per client
- $356M
Total
- Clients
- 7
- Regulatory AUM
- $1.38B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
Fidelis Investors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Brian Tortorella owns 50% to 75% of Fidelis Investors. The leadership team of Fidelis Investors includes Chief Financial Officer Daisuke Hirokawa and Chief Compliance Officer Lucy Karongo. It has 17 employees, 6 of them in advisory roles.
Leadership
- Daisuke HirokawaChief Financial Officer
- Lucy KarongoChief Compliance Officer
- Michael FassnachtExecutive Director
- Michael TessitoreManaging Member
- Brian TortorellaManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Brian N Russell
Staff
- 17 employees
- 6 in advisory functions
- Owns 50% to 75% of Fidelis Investors, LLC
Brian Tortorella
Control person · since May 2020
- Owns 50% to 75% of Fidelis Investors, LLC
Michael Tessitore
Control person · since May 2020
Fidelis Investors’ regulatory assets grew 2.7× from $515M (April 2021) to $1.38B (June 2026); clients rose from 5 to 7 and employees from 9 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.38B | 7 | 17 | 1 |
| March 2025 | $1.01B | 7 | 15 | 1 |
| March 2024 | $879M | 7 | 13 | 1 |
| May 2023 | $700M | 6 | 11 | 1 |
| March 2022 | $817M | 8 | 9 | 1 |
| April 2021 | $515M | 5 | 9 | 1 |
Besides its headquarters, Fidelis Investors has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 25 Commerce Drive, Suite 330, CranfordHQ
Contact and registration details
- Legal name
- Fidelis Investors, LLC
- Headquarters
- 25 Commerce Drive, Suite 330, Cranford, NJ 07016
- Website
- fidelis-investors.com
- Phone
- 908-402-8132
- @fidelis-investors
- SEC file
- 801-119006
- Structure
- New York LLC
- Fiscal year end
- December
Fidelis Investors uses Computershare Corporate Trust ($356M) as custodian for its separately managed accounts. Fidelis Investors does not have custody of client assets.
- Computershare Corporate TrustComputershare Corporate Trust · Minneapolis, MN · $356M100%
What the accounts hold
- Other100%
- Real estate loans100%
How many clients does Fidelis Investors have?
Fidelis Investors has 7 clients and manages $1.38 billion for them, as of June 2026. They include 6 pooled investment vehicles and 1 insurance company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026
What services does Fidelis Investors offer?
Fidelis Investors provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fidelis Investors use?
Fidelis Investors’ separately managed account assets are held at Computershare Corporate Trust (Minneapolis, MN), with $356M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026
How many financial advisors does Fidelis Investors have?
Fidelis Investors has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fidelis Investors invest in?
At the end of its last fiscal year, Fidelis Investors’ separately managed accounts held 100% other. The 100% other category is described as: Real Estate Loans. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fidelis Investors?
Fidelis Investors’ direct owners are Brian Tortorella (50% to 75%) and Michael Tessitore (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026
How does Fidelis Investors get paid?
Fidelis Investors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fidelis Investors?
Fidelis Investors’ main office is at 25 Commerce Drive, Suite 330, Cranford, NJ 07016. Its phone number is 908-402-8132. Its website is fidelis-investors.com.