Form D · Other Banking and Financial Services

FIDELIS CAPITAL PARTNERS, LLC

Tampa, FL · CIK 0001962755

Offering snapshot reported Dec 12, 2024 · SEC filing

Reported sold
$11.6M
Offering amount: $11.6M
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 27, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 12, 2024Initial$11,600,000No comparison6SEC filing
Aug 30, 2023Initial$10,000,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-531899

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NONENone

Source: Form D, filed Dec 12, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Paul J. Ayotte Director, Promoter
Neale R. Ellis Director, Promoter
Matthew H. Ellis Director, Executive, Promoter
Christy Fabian Executive
Timothy Kneen Director, Promoter
Matthew B. Michaels Director, Promoter
Matt Michaels Executive
Jeffrey Shipley Director
Richard F. Simonetti Director, Executive, Promoter
Maxwell Smith Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
4221 West Boy Scout Blvd. Suite 730
Tampa, FL, 33607-5765