FIDEM CREDIT ADVISORS, LLC

C31
CRD 335175·SEC 801-135483·PHILADELPHIA, PA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIDEM CREDIT ADVISORS, LLC
CRD
335175
SEC file #
801-135483
EIN
000000000
DBA names
Fidem Credit Advisors

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
20
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
Primary office
PHILADELPHIA PA
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
Website

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIDEM HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
FIDEM HOLDINGS LLC
GALARY, STACEY, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002068300
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-05-16
Edgar Last Filing Date
2025-05-16
Edgar Form D Count
1
Edgar Form D Offerings
2025-05-162025-05-16 · 0002068300-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
E*trade4
Edgar Addresses
Mailing
30 SOUTH 17TH STREETSUITE 1302PHILADELPHIA, PA 19103
Business
30 SOUTH 17TH STREETSUITE 1302PHILADELPHIA, PA 19103
Edgar EIN
000000000
Edgar Recent Filings
D2025-05-16 · 0002068300-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No