{"url":"https://nivawealth.com/firms/fidelis-investors-306920","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306920","regulatoryAum":1376308448,"crd":"306920","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7170151","suffix":null,"lastName":"Russell","firstName":"Brian","middleName":"N"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-20","regulatoryAum":515061085,"clients":5,"employees":9,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":816630401,"clients":8,"employees":9,"offices":1},{"filedOn":"2023-05-15","regulatoryAum":700455011,"clients":6,"employees":11,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":878928676,"clients":7,"employees":13,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":1010535269,"clients":7,"employees":15,"offices":1},{"filedOn":"2026-06-18","regulatoryAum":1376308448,"clients":7,"employees":17,"offices":1}],"secFileNumber":"801-119006","legalName":"Fidelis Investors, LLC","displayName":"Fidelis Investors","slug":"fidelis-investors-306920","website":"https://fidelis-investors.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/fidelis-investors","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"25 Commerce Drive, Suite 330","city":"Cranford","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07016"},"tradeNames":[],"registration":{"secApproved":"8 July 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":17,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1376308448,"discretionary":1376308448,"discretionaryAccounts":7,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":1020397423},{"label":"Insurance companies","clients":1,"fewerThan5":true,"regulatoryAum":355911025}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Computershare Corporate Trust","shortName":"Computershare Corporate Trust","location":"Minneapolis, MN","smaAssets":355911025}],"custodyNote":"Fidelis Investors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daisuke Hirokawa","title":"Chief Financial Officer","crd":"7718232"},{"name":"Lucy Karongo","title":"Chief Compliance Officer","crd":"5349698"},{"name":"Michael Fassnacht","title":"Executive Director","crd":"5336795"},{"name":"Michael Tessitore","title":"Managing Member","crd":"4789751"},{"name":"Brian Tortorella","title":"Managing Member","crd":"4542378"}],"ownership":[{"label":"Brian Tortorella","detail":"Managing member in the 50% to 75% ownership band and a control person, since May 2020."},{"label":"Michael Tessitore","detail":"Managing member in the 50% to 75% ownership band and a control person, since May 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"25 Commerce Drive, Suite 330","city":"Cranford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"908-402-8132","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Real Estate Loans"}],"privateFunds":6},"sources":{"adv1FilingDate":"18 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306920/PDF/306920.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fidelis Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fidelis Investors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Fidelis Investors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fidelis Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fidelis Investors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fidelis Investors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fidelis Investors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fidelis Investors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}