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Data / Form D filings / FIDELIS CAPITAL PARTNERS, LLC

FIDELIS CAPITAL PARTNERS, LLC: Form D filings

FIDELIS CAPITAL PARTNERS, LLC, a financial services company in Tampa, FL, filed 2 Form D notices with the SEC between 2023 and 2024. The latest, on December 12, 2024, reports $11.6 million sold of a $11.6 million offering to 6 investors.

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Company details from the filing

Address
4221 WEST BOY SCOUT BLVD., SUITE 730, Tampa, FL, 33607
Phone
(813) 934-6246
Industry
Other Banking and Financial Services
Entity type
Limited Liability Company
Incorporated in
Delaware
Year incorporated
2022
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
1962755

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Dec 12, 2024New notice$11,600,000$11,600,0006Nov 27, 2024sec.gov
Aug 30, 2023New notice$10,000,000$10,000,0004Aug 15, 2023sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
CHRISTY R. FABIANExecutive Officer
NEALE R. ELLISDirector, Promoter
PAUL J. AYOTTEDirector, Promoter
MATTHEW H. ELLISExecutive Officer, Director, Promoter
RICHARD F. SIMONETTIExecutive Officer, Director, Promoter
MATTHEW B. MICHAELSDirector, Promoter

Other financial services companies in Florida that filed recently

Every Form D from the week of Dec 9, 2024 · All recent filings in Florida · All recent Other Banking and Financial Services filings

Read from SEC EDGAR. Amount sold is what FIDELIS CAPITAL PARTNERS, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.