Fidelis Private Fund

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Fidelis Private Fund Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Fidelis Private Fund, Property investment firm, 12481 High Bluff Drive, Suite 160, San Diego, CA.

As a direct portfolio lender specializing in commercial and residential investment real estate loans in California; we offer accredited investors the opportunity to invest in a pool of real estate-secured loans generating a competitive rate of return.

11/03/2026

🎯 Success Is Boring. That’s the Point. | Motivational Minute

Nobody tells you this about success: the road there is boring. 😴➡️🏆

When I co-founded Fidelis Private Fund more than eight years ago, nothing about it was glamorous. We had no track record and no brand, so nobody came looking for us. 🚫 What I did have was a daily routine. ⏰ I started early, did my preparation and research, kept up with the relationships we already had, and sat down with prospective investors one conversation at a time. 🤝

Plenty of those days felt like they went nowhere. I showed up anyway. 💪

Those relationships became the base everything else was built on. 🧱 Talent didn’t build our business. Consistency did.

📈 Motivation fades. Consistency compounds.

❓ What boring work have you been putting off? Do it today, while nobody is watching. Tell me in the comments 👇

⏳ Learn from the past, anticipate the future, and live in the present.

🔔 Subscribe for a new episode of the Motivational Minute every Monday.

🏢 About Fidelis Private Fund
Fidelis Private Fund is a direct real estate portfolio lender based in San Diego, providing short-term bridge and construction loans. 🏗️
🌐 https://zurl.co/qiCpc

🏗️ Tangible collateral provides a very different foundation than a paper promise.Read the Full Blog Here: https://zurl.c...
11/02/2026

🏗️ Tangible collateral provides a very different foundation than a paper promise.

Read the Full Blog Here: https://zurl.co/rrCYg

Fidelis loans are secured by actual real estate. The underlying collateral consists of physical property rather than an unsecured obligation or purely digital asset.

That tangible security is a core part of how the fund approaches downside protection and predictable income.

11/01/2026

At Fidelis, we believe great deals start with great relationships.

This month's Fidelis Real Estate Forum brought our clients, builders and investors together to learn from architect Hugo Castaneda
https://zurl.co/AuriB on San Diego's ADU overhaul, the new path to sell ADUs as condos (AB 1033), and the state laws arriving January 1, 2027 (AB 956 and SB 1117).

The best part wasn't just the information. It was a room full of people sharing what's working, what isn't, and helping each other succeed. Thank you, Hugo, and thank you to everyone who brought their questions and experience to the table.

Money matters, but people count.

Get in Contact with Hugo Castaneda Here:
https://zurl.co/LyQ1k

❓ The honest answer is that private mortgage funds do carry risk. Read the Full Blog Here: https://zurl.co/oY6k5Liquidit...
10/31/2026

❓ The honest answer is that private mortgage funds do carry risk.

Read the Full Blog Here: https://zurl.co/oY6k5

Liquidity is lower than in public markets, borrowers can default, and property values can change. Fidelis treats those factors as underwriting variables rather than surprises.

Disciplined underwriting, conservative leverage, and first-position liens are designed to manage those risks rather than ignore them.

10/29/2026

🏆 What Differentiates Fidelis From Other Private Lenders? | The Fidelis Podcast, Episode 1

❓ With so many private lenders out there, what actually sets one apart?

🎙️ In this clip from Episode 1, "The Fidelis Story," Fidelis Private Fund Co-Founder, President & CEO John Lloyd explains what makes Fidelis different, from how quickly we move when a borrower needs to close ⚡ to the relationships behind every loan we make 🤝.

💙 At Fidelis, Money Matters, But People Count.

🎧 Watch the full episode: https://zurl.co/m5GxZ
🔎 Search "Money Matters, But People Count | Episode 1: The Fidelis Story"

📞 GET IN TOUCH
👤 John Lloyd, Co-Founder, President & CEO
📱 702-379-3468
📧 [email protected]

👤 Richard Kovalcheck, Lending & Portfolio Director
📱 619-981-2421
📧 [email protected]

🌐 https://zurl.co/dR3U6
📍 12481 High Bluff Drive, Suite 160, San Diego, CA

🔔 Subscribe for more conversations on private lending!

⚖️ This video is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

🧱 Borrower default should be planned for before the loan is funded. Read the Full Blog Here: https://zurl.co/KiKMv Fidel...
10/28/2026

🧱 Borrower default should be planned for before the loan is funded.

Read the Full Blog Here: https://zurl.co/KiKMv

Fidelis structures loans assuming that a borrower could fail. First Lien positioning and meaningful borrower equity provide a predefined recovery path through foreclosure and control of the underlying collateral.

That structure changes default from an unexpected event into a risk the underwriting process has already considered.

10/26/2026

What Is the Foundation of Success? 🏗️🤝

We often measure success by results like growth, money, or accomplishments 📈💰. But underneath almost every lasting success is something more important: strong relationships built on trust.

In this Motivational Minute, John shares why humility is one of the best ways to build that trust 🙏. It means being willing to listen, learn, and understand what matters to someone else 👂💡.

He offers one simple question to ask a new employee:
💬 “What can I do to help you feel respected, supported, and successful working with me, and what should I avoid?”

✅ Humility builds trust.
✅ Trust strengthens relationships.
✅ Strong relationships with our team, clients, partners, friends, and family help us succeed in everything we do.

Because in the end, success isn’t built alone. It’s built together. 🌟

⏳ Learn from the past, anticipate the future, and live in the present.

👉 Subscribe for more Motivational Minutes and hit the 🔔 so you never miss one.
🌐 Learn more about Fidelis Private Fund: https://zurl.co/kOFQn

10/26/2026

What Is the Foundation of Success? 🏗️🤝

We often measure success by results like growth, money, or accomplishments 📈💰. But underneath almost every lasting success is something more important: strong relationships built on trust.

In this Motivational Minute, John shares why humility is one of the best ways to build that trust 🙏. It means being willing to listen, learn, and understand what matters to someone else 👂💡.

He offers one simple question to ask a new employee:
💬 “What can I do to help you feel respected, supported, and successful working with me, and what should I avoid?”

✅ Humility builds trust.
✅ Trust strengthens relationships.
✅ Strong relationships with our team, clients, partners, friends, and family help us succeed in everything we do.

Because in the end, success isn’t built alone. It’s built together. 🌟

⏳ Learn from the past, anticipate the future, and live in the present.

👉 Subscribe for more Motivational Minutes and hit the 🔔 so you never miss one.
🌐 Learn more about Fidelis Private Fund: https://zurl.co/H41KS

10/23/2026

Money Matters, But People Count | The Fidelis Podcast, Episode 1

🎙️ In this clip from Episode 1, "The Fidelis Story," Fidelis Private Fund Co-Founder, President & CEO John Lloyd explains the philosophy behind our name and our motto: Money Matters, But People Count. 🤝

💬 Every loan has a person behind it: a borrower with a plan, a family, a business, and a deadline. For John, getting the numbers right is only half the job. The other half is how you treat the people who trust you with them.

🏡 That belief is the foundation of Fidelis and of relationship-driven private lending.

🎧 Watch the full episode: https://zurl.co/7CzQ3
🔎 Search "Money Matters, But People Count | Episode 1: The Fidelis Story"

📞 GET IN TOUCH
👤 John Lloyd, Co-Founder, President & CEO
📱 702-379-3468
📧 [email protected]

👤 Richard Kovalcheck, Lending & Portfolio Director
📱 619-981-2421
📧 [email protected]

🌐 https://zurl.co/932CM
📍 12481 High Bluff Drive, Suite 160, San Diego, CA

🔔 Subscribe for more conversations on private lending!

⚖️ This video is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

10/22/2026

⚡ Fast Deal Closure | The Fidelis Podcast, Episode 1

⏳ 3 days. One borrower. A deal that had to close.

In this clip from Episode 1 with Richard Kovalcheck, "The Fidelis Story," Fidelis Private Fund Co-Founder, President & CEO John Lloyd shares how he had just three days to close a deal for a borrower, and why in that moment it came down to one thing: he simply had to perform. 💪

At Fidelis, we believe Money Matters, But People Count. 🤝 When a borrower is counting on you, follow-through is everything.

🎧 Watch the full episode: https://youtu.be/uV5LPhA7Kqg
🔎 Search "Money Matters, But People Count | Episode 1: The Fidelis Story"

📞 GET IN TOUCH
👤 John Lloyd, Co-Founder, President & CEO
📱 702-379-3468
📧 [email protected]

👤 Richard Kovalcheck, Lending & Portfolio Director
📱 619-981-2421
📧 [email protected]

🌐 https://www.fidelispf.com
📍 12481 High Bluff Drive, Suite 160, San Diego, CA

🔔 Subscribe for more conversations on private lending!

⚖️ This video is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

Address

12481 High Bluff Drive, Suite 160
San Diego, CA
92130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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