# Fidelis Capital: portfolio, investments and team > Fidelis Capital is an investment firm based in United States. 3 investments on record, latest Sept 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/fidelis-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Fidelis Capital Last cheque observed Sep 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Investment firm Series A Series B Impact Investing Cheques on record **0%** of best year **0** **cheques in 12 months**, 3 on record Since the last cheque **4429** days **00** hrs **00** min **00** sec Median round **$3.6M** Rounds led **0 of 3** Sole investor **1 rounds** Pitch Fidelis Capital ## Fidelis Capital highlights - 01 3 rounds on record - 02 Mostly Series A and Series B: 100% of its rounds - 03 Sole investor in 1 rounds, median $3.8M ## What they do - **Type:** Investment firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Impact Investing - **Based in:** Tampa, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **3 appearances** - **2014** 2 rounds - **Sept** **[Membersuite](https://millionrounds.com/company/membersuite)** Series A · US **$3.5M** With 1 other - **Mar** **[T1 Visions](https://millionrounds.com/company/t1-visions)** Series B · US **$3.8M** Sole investor - **2013** 1 round - **Mar** **[EnteGreat](https://millionrounds.com/company/entegreat)** US · finsmes.com **Undisclosed** With 1 other An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **2 named** CJ **Christy Jean Fabian** Chief Compliance Officer i Form ADV RF **Richard F Simonetti** Chief Executive Officer i Form ADV We also hold **12** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$2.3B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Fidelis Capital Partners, LLC - **SEC number:** CRD 322287 ## The cheque Series A Series B Median round joined **$3.6M** the round, not its cheque Alone, median **$3.8M** Led 0 of 3 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Sept 2014 Rounds by stage said on their site - Series A *1* - Series B *1* Cheques by year Led Joined 2013 2014 Often in the room with - [Bonaventure Capital](https://millionrounds.com/fund/bonaventure-capital) 2 **Pitching Fidelis Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Fidelis Capital. A count of rooms they were both in, not a relationship either has claimed. [**Bonaventure Capital** Family office **2** rounds together](https://millionrounds.com/fund/bonaventure-capital) ## Quick answers about Fidelis Capital ### What does Fidelis Capital invest in? Fidelis Capital invests most often at Series A and Series B (100% of the rounds on record), in sectors such as Impact Investing. ### How active is Fidelis Capital? 3 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2014. ### How big are Fidelis Capital's cheques? The median round it joins is $3.6M. ### Is Fidelis Capital investing now? No investments in the last 12 months; the latest was in Sept 2014. ### Who does Fidelis Capital invest alongside? Most often Bonaventure Capital (2 rounds together). ### What kind of investor is Fidelis Capital? Fidelis Capital is an investment firm based in Tampa, United States. ### How much does Fidelis Capital manage? About $2.3B, as regulatory assets under management (Oct 2026). ### When was Fidelis Capital founded? Fidelis Capital was founded in 2012. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=fidelis-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=fidelis-capital)