SourcingSourcing

FIDELIS INVESTORS, LLC

C25
CRD 306920·SEC 801-119006·CRANFORD, NJ
AUM
$1.38B
$1B+
Est. Revenue
$13.8M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$33.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIDELIS INVESTORS, LLC
CRD
306920
SEC file #
801-119006
EIN
000000000
DBA names
—

Economics

AUM
$1.38B
AUM band
$1B+
AUM trajectory
'22'26
$515.1M → $1.38B▲ +167%
Client mix
Pooled Investment Vehicles6
Insurance Companies1

Operations

Employees (total)
17
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
5 advisors → 6 advisors▲ +20%
Primary office
CRANFORD NJ
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
fidelis-investors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TESSITORE, MICHAEL, ANDREW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
TESSITORE, MICHAEL, ANDREW
TORTORELLA, BRIAN, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIDELIS-INVESTORS.COM
Rdap Domain Creation Date
2020-01-15T21:59:55Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001826456
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-10-14
Edgar Last Filing Date
2020-10-14
Edgar Form D Count
1
Edgar Form D Offerings
2020-10-142020-10-14 · 0001826456-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
C/O FIDELIS INVESTORS LLC640 LENOX AVENUEWESTFIELD, NJ 07090
Business
C/O FIDELIS INVESTORS LLC640 LENOX AVENUEWESTFIELD, NJ 07090
Edgar EIN
000000000
Edgar Recent Filings
D2020-10-14 · 0001826456-20-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-15T21:59:55Z
Rdap Domain Last Changed
2025-10-01T00:50:46Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4789751
Trust Company Affiliate
No

People (5)

5
TESSITORE, MICHAEL, ANDREW
Direct Owner · 62.5%
4789751
TORTORELLA, BRIAN, J
Direct Owner · 62.5%
4542378
FASSNACHT, MICHAEL, NOLAN
Executive Officer · 2.5%
5336795
Hirokawa, Daisuke
Executive Officer · 2.5%
7718232
Karongo, Lucy
Executive Officer · 2.5%
5349698