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| Fidus Investment Advisors LLC
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| CRD # | 156981 |
| SEC # | 801-72285 |
| CIK # | 0001515639 |
| AUM | 1,443.8 M (2026-03-30) |
| Employees | 35 (71% Investors, 9% Brokers) |
| Phone | 847-859-3940 |
| Address | 1603 Orrington Ave Evanston, IL 60201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Fidus Credit Opportunities LP | [2023-03-31] | 75.3 M | 106.6 M |
| Filed 2025-05-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Fidus Equity Opportunities Fund LP | [2017-03-31] | 18.8 M | 12.4 M |
| Filed 2017-02-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 1,324.8 |
| (f) Pooled investment vehicles | 2 | 119.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 1,443.8 |
| By Discretionary | ||
| Discretionary | 3 | 1,443.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,443.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,443.8 | |
| Total | 3 | 1,443.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Edward Ross | Director, Executive Officer | 7 | 2 | |
| John Ross II | Executive Officer | 6 | 2 | |
| Holdings LLC Fidus Group | Director | 2 | 2 | |
| Advisors LLC Fidus Investment | Director | 2 | 1 | |
| GP LLC Fidus Equity Opportunities | Director | 1 | 1 | |
| Advisors LLC Fidus Capital | Director | 1 | 1 | |
| Opportunities GP LLC Fidus Credit | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 5 |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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OH | 1,443.3 M |
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MPE MGT Co LLC
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OH | 1,437.6 M |
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Sheridan CP LP
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Nassau Alternative Investments LLC
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NY | 1,434.1 M |
|
SLW Management Company LLC
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CA | 1,428.5 M |
|
OSP LLC
✚
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MN | 1,427.6 M |
|
Whitehawk Capital Partners LP
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1,425.1 M |