# Fisher Investments: portfolio, investments and team

> Fisher Investments is a growth equity based in United States. 1 investment on record, latest Jul 2004. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/fisher-investments (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Fisher Investments

Filed with the SEC to raise a fund in Aug 2025, closing $15M. Last cheque observed Jul 2004.

Quiet New fund $15M, Aug 2025 Growth equity

Series B CleanTech Wireless Asset Management

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 1 on record

Since the last cheque **8153** days **00** hrs **00** min **00** sec

Median round **$14M** Rounds led **0 of 1** Exits **1 from the portfolio**

Pitch Fisher Investments

## Fisher Investments highlights

- 01 1 rounds on record
- 02 Mostly Series B: 100% of its rounds
- 03 1 exits from the portfolio

## What they do

- **Type:** Growth equity (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** CleanTech Wireless Asset Management
- **Based in:** Plano, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2004** 1 round
- **Jul** **[Accumetrics](https://millionrounds.com/company/accumetrics)** Series B · US · sec.gov **$14M** With 8 others

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 **5 named**

DD **Damian David Ornani** Chief Executive Officer, Board of Managers i Form ADV

JL **Jeffery Lee Silk** Vice Chairman, Co-Chief Investment Officer, Investment Policy Committee i Form ADV

KL **Kenneth Lawrence Fisher** Executive Chairman, Chairman Board of Managers, Co-Chief Investment Officer, Investment Policy Committee i Form ADV

NC **Nathan C Fisher** Board of Managers i Form ADV

TC **Thomas Chapman Fishel** Chief Compliance Officer i Form ADV

We also hold **8** 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

**$387B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Fisher Asset Management, LLC
- **SEC number:** CRD 107342

Funds on its Form ADV

**6** private funds, **$271M** in gross assets · filed Jul 2024

- Fisher Investments Institutional Group Emerging Markets Equity Fund *Securities investment fund* 3 investors $201M
- Fisher Investments Institutional Group Foreign Equity Fund *Securities investment fund* 2 investors $53M
- Fisher Investments Institutional Group All Foreign Equity Fund *Securities investment fund* 1 investor $16M
- Fisher Investments Institutional Group All Foreign Small CAP Equity Quant Fund *Securities investment fund* 1 investor $735K
- Fisher Investments Institutional Group Frontier Markets Equity Fund *Securities investment fund* 1 investor $364K
- Fisher Investments Institutional Group African Equity Fund *Securities investment fund* 1 investor $159K

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Accumetrics](https://millionrounds.com/company/accumetrics)** Bought by [ITC](https://millionrounds.com/fund/itc) **Undisclosed** Aug 2013

An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$15M**

raised in Aug 2025

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Series B

Median round joined **$14M** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Jul 2004
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Series B *1*

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## Quick answers about Fisher Investments

### What does Fisher Investments invest in?

Fisher Investments invests most often at Series B (100% of the rounds on record), in sectors such as CleanTech, Wireless and Asset Management.

### How active is Fisher Investments?

1 investments on record, 0 of them in the last 12 months. The most recent was in Jul 2004.

### How big are Fisher Investments's cheques?

The median round it joins is $14M.

### Is Fisher Investments investing now?

No investments in the last 12 months; the latest was in Jul 2004.

### What kind of investor is Fisher Investments?

Fisher Investments is a growth equity firm based in Plano, United States.

### How much does Fisher Investments manage?

About $387B, as regulatory assets under management (Oct 2026).

### Has Fisher Investments raised a new fund?

Its latest fund filing with the SEC was in Aug 2025, reporting $15M raised.

### When was Fisher Investments founded?

Fisher Investments was founded in 1979.

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