FIDELIS CAPITAL PARTNERS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 322287). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| GREGG LESLIE ENGLES | BENEFICIAL OWNER | DENVER, CO |
| Michael Tregoning | PRESIDENT AND OWNER | Dallas, TX |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Matthew Paul Murray | CHIEF COMPLIANCE OFFICER | — |
| Richard F Simonetti | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Matthew Hoyt Ellis | MANAGER | — |
| Jennifer Joan Matuschek | PRESIDENT | — |
| Molly S Engles | BENEFICIAL OWNER | — |
| Deborah A Lund | TRUSTEE | — |
| Justin Derrick Jones | CHIEF OPERATING OFFICER | — |
| KNEEN TIMOTHY BARNARD | SHAREHOLDER AND ELECTED MANAGER | — |
| SMITH PETER TYLER | CHIEF OPERATING OFFICER | — |
| Klauer Thomas D | SHAREHOLDER AND ELECTED MANAGER | — |
| SIMONETTI RICHARD F | CHIEF EXECUTIVE OFFICER | — |
| FABIAN CHRISTY JEAN | CHIEF COMPLIANCE OFFICER | — |
| KNEEN CASSANDRA | ELECTED MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BETHESDA | MD | 3 | 202-571-5807 |
| DALLAS | TX | 2 | 8134800312 |
| GREENWICH | CT | 1 | 203-293-2719 |
| — | — | 1 | 901-356-2419 |
| — | — | 1 | 314-377-5545 |