Fidelis Investors, LLC
SEC RegisteredTransparent. Dedicated. Trusted.
About the firm
Fidelis is an investment advisory firm led by Brian Tortorella and Michael Tessitore, 26-year industry veterans with previous experience at Goldman Sachs, UBS, Five Mile Capital Partners, and Smith Graham Investment Advisors. The firm's mission is to realize growth with its investors over the long term, with a focus on investment performance, strong governance, and transparent practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment solutions focused on performance, strong governance, and transparent practices aimed at meeting investors' evolving needs.
Who they serve
investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $1.0B |
| Sovereign Wealth Funds | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fidelis Residential Bridge Loan Venture V LP / VI LP - Series A | 1.00% |
| Fidelis Residential Bridge Loan Venture V LP / VI LP - Series B | 0.90% |
| Fidelis Residential Bridge Loan Venture V LP / VI LP - Series C | 1.00% |
| Fidelis Residential Bridge Loan Venture V LP / VI LP - Series D | 1.10% |
| FMJM RWL II LLC / FMJM RWL IV LLC - below threshold | 0.99% |
| FMJM RWL II LLC / FMJM RWL IV LLC - above threshold | 0.50% |
| Fidelis Investors WH 2021-01 LP | 1.13% |
| Fidelis Investors Mortgage Fund I LP - below threshold | 1.10% |
| Fidelis Investors Mortgage Fund I LP - above threshold | 0.50% |
| FIMF Pool C | 1.10% |
| FIMF Pool D | 0.50% |
| Separately Managed Account - below threshold | 1.30% |
| Separately Managed Account - above threshold | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fidelis Investors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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