2024 Fidelis Annual Review and Thank You to Our Borrowers and Investors

Fidelis Private Fund’s 2024 Annual Review highlights a year of significant growth and momentum driven by the trust of our investors and borrowers. Our investor community expanded to 192 investors. Fund size grew from $56.78M to $81.3M, and investor returns increased to 9.45%. Strengthening relationships and maintaining a disciplined, purpose-driven approach remain at the core of our mission.
Momentum was gained through team enhancements, process improvements, and industry recognition, including our feature in the California Business Journal and participation in the California Mortgage Association Conference. These advancements position us for sustained success while preserving our commitment to efficiency, agility, and strong underwriting principles.
Looking ahead to 2025 and beyond, we remain focused on responsible growth, operational excellence, and meaningful community impact. To our borrowers and investors, thank you for your trust and support. Your collaboration fuels our continued success, and we look forward to another prosperous year together!