Fidelis Holdings, LLC is a private investment fund based in Indianapolis, Indiana. According to its most recent Form D, filed Aug 23, 2019, it has sold $60,000 of interests to 2 investors since its first sale in Aug 2019. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Thomas Boesen.
- Total raised
- $60,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Aug 14, 2019
- Minimum investment
- $25,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Net asset value range
- $25,000,001 - $50,000,000Self-reported
- Key people and entities
- Thomas Boesen
- Latest Form D
- Aug 23, 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
Questions about Fidelis Holdings, LLC
What is the minimum investment for Fidelis Holdings, LLC?
According to its latest Form D, filed Aug 23, 2019, the minimum investment Fidelis Holdings, LLC accepts from an outside investor is $25,000.
Who can invest in Fidelis Holdings, LLC?
Fidelis Holdings, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Fidelis Holdings, LLC raised?
Fidelis Holdings, LLC reports $60,000 sold from 2 investors on its Form D filed Aug 23, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Fidelis Holdings, LLC based?
Fidelis Holdings, LLC is based in Indianapolis, Indiana.
When did Fidelis Holdings, LLC launch?
Fidelis Holdings, LLC reports its first sale in Aug 2019.
Size compared with every private investment fund
Raised more than 10% of the 69 private investment funds based in Indiana, and more than 1% of all 10,333 that report sales.