Fidelis Financial Planning LLC

-

Fund Information and Directors

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Fidelis Financial Planning LLC
Firm
Fund #
CIK #0001739521
Sale2018-08-09 (20.0 M Offered, 5.8 M Sold)
FundOther Private Fund
Phone5616230913
Address1615 Forum Place, 500
West Palm Beach, Florida 33401
Source [EDGAR]
Fund AUM and Sold ($M)
6.04.83.62.41.20.02011201420172020
Fund Details
Director
Custodian
Auditor
Marketer
Broker
Jurisdiction
Form D Offering
Filed2019-05-13 (D/A)
Exemption506(c)
Minimum$50,000
Remaining$14,162,000
DurationMore than one year
Net AssetsDecline to Disclose
DirectorsRole2011 - 2026
Michael Furman Executive Officer
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com