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Office Locations:
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820 Shades Creek Parkway
Suite 1200
Birmingham, AL 35209
Phone: 205-588-6022
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Energy & Clean Tech
Information Technology
Life Sciences & Healthcare
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Fidelis Capital, LLC is a Registered Investment Advisor based in Birmingham, Alabama, providing advisory services to individuals, trusts, foundations and corporations. The firm was founded in 2001. In the public markets, the firm constructs and manages diversified investment portfolios using low-cost ETFs. Portfolios are customized according to the risk/return profile of the client. The firm makes minority investments in companies with $3 Million to $20 Million Revenues and $0 to $3 Million EBITDA, and makes majority investments in businesses with $5 Million to $50 Million Revenues and $1 Million to $5 Million EBITDA. Fidelis seeks to invest in companies with a sustainable competitive advantage in large markets; defensible intellectual property or niche; know-how not easily replicated; ability to scale the product / technology / service rapidly; and outstanding management teams.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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