Fidelis Financial Planning LLC is a private investment fund based in West Palm Beach, Florida. According to its most recent Form D, filed May 13, 2019, it has sold $5,838,000 of interests to 2 investors since its first sale in Aug 2018. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Michael Furman.
- Total raised
- $5,838,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Aug 9, 2018
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Michael Furman
- Latest Form D
- May 13, 2019
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| May 13, 2019 | Amendment | $5,838,000 | 2 | SEC.gov ↗ |
| May 3, 2019 | Amendment | $0 | 0 | SEC.gov ↗ |
| May 11, 2018 | First notice | $0 | 0 | SEC.gov ↗ |
3 Form D filings in the SEC's electronic records (2008 onward), the earliest on May 11, 2018. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Fidelis Financial Planning LLC
What is the minimum investment for Fidelis Financial Planning LLC?
According to its latest Form D, filed May 13, 2019, the minimum investment Fidelis Financial Planning LLC accepts from an outside investor is $50,000.
Who can invest in Fidelis Financial Planning LLC?
Fidelis Financial Planning LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Fidelis Financial Planning LLC raised?
Fidelis Financial Planning LLC reports $5,838,000 sold from 2 investors on its Form D filed May 13, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Fidelis Financial Planning LLC based?
Fidelis Financial Planning LLC is based in West Palm Beach, Florida.
When did Fidelis Financial Planning LLC launch?
Fidelis Financial Planning LLC reports its first sale in Aug 2018.
Size compared with every private investment fund
Raised more than 62% of the 868 private investment funds based in Florida, and more than 34% of all 10,333 that report sales.