Fidelis Capital Partners is an investment advisor in Tampa with $602.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
881750208
SEC advisor number
801-126176
FINRA CRD number
322287
AUM ?
$917.16 mm
(as of 17 Oct 24)
Accounts
525
(as of 17 Oct 24)
Employees
18
(11 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 24
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 May 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23