Fidelis Private Fund

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.

09/24/2026

🏗️ Success Story in Progress: Clairemont Multifamily Development*🏘️

From a duplex to a 10-unit multifamily property in Clairemont, San Diego development is transforming an existing property into much-needed housing while creating significant potential for increased value and income. 🚧📈

A repeat Fidelis borrower and experienced developer completely renovated and reconfigured the existing duplex into two larger units, while constructing eight new units on the property.

When the borrower needed a construction lender who could provide flexibility, common sense, and a streamlined process without the bureaucracy and administrative headaches of traditional construction lending, Fidelis Private Fund stepped in. 🤝

💰 $3.5 Million Construction Loan
🏦 1st Trust Deed
📊 Approximately 64% LTV upon completion
🏗️ 10-Unit Multifamily Development
📍 Clairemont, San Diego

Construction is underway, and it’s exciting to watch this transformation take shape. 🚀

At Fidelis Private Fund, we understand that timing matters and flexibility matters. Our goal is to help experienced developers move projects forward with financing solutions built around the realities of construction.

John Lloyd, President of Fidelis Private Fund
📞 702-379-3468

If you're an experienced developer looking for flexible, common-sense construction financing, let's talk.

We are here to serve you.

⚙️ You can't plan for what you can't predict.Read the Full Blog: bit.ly/46v1nP3Ordinary income tax drag is real, but vol...
09/24/2026

⚙️ You can't plan for what you can't predict.

Read the Full Blog: bit.ly/46v1nP3

Ordinary income tax drag is real, but volatile equities are not always the solution.

⚓ Boring is beautiful when it comes to your after-tax bottom line.Read the Full Blog: bit.ly/46v1nP3Lumpy equity returns...
09/23/2026

⚓ Boring is beautiful when it comes to your after-tax bottom line.

Read the Full Blog: bit.ly/46v1nP3

Lumpy equity returns may look attractive, but they can become difficult to plan around when tax season arrives.

Steady fixed income derived from mortgage funds offers consistency. That consistency can become the fuel that makes advanced tax strategies more viable.

09/21/2026

🎯 We Don’t Lack Opportunities — We Lack Focus

Opportunities are everywhere. The real challenge isn’t finding more opportunities—it’s having the discipline and courage to focus on the right ones. 💡

Every “yes” automatically becomes a “no” to something else. Saying yes to another meeting could mean saying no to time with your family. Chasing the next shiny business idea could mean saying no to growing the business that’s already working. ⏳

🚀 Success isn’t always about talent or having more options. It’s about filtering distractions, protecting your priorities, and staying committed to what matters most.

Ask yourself: What deserves your focus right now?

Choose intentionally. Stay committed. Finish what you start. 🔥

Enjoy the week, and remember: Learn from the past, anticipate the future, and live in the present.

🌊 Facing the "Healthcare Consumption Gap."Read the Full Blog: https://bit.ly/46v1nP3One of the difficult realities of re...
09/20/2026

🌊 Facing the "Healthcare Consumption Gap."

Read the Full Blog: https://bit.ly/46v1nP3

One of the difficult realities of retirement planning is that healthcare costs can consume savings far faster than they were accumulated.

09/19/2026

🌮🏗️ Tacos & Transformation | Fidelis Private Fund

What an incredible time at the 8th Annual Building Relationships Event 2026! 🤝

The Fidelis Private Fund team had the pleasure of bringing together borrowers, brokers, investors, builders, and friends for an afternoon of meaningful connections, real estate insights, and community. 🏘️💼

Guests also heard from our featured speakers:

🎤 Moe Ebrahimi — General Contractor
🎤 Hugo Castaneda — HugoHK Design + Consulting, LLC
🎤 John Lloyd — President of Fidelis Private Fund

They shared valuable perspectives on development, construction, design, and the importance of strong relationships throughout the real estate process. 🏗️🤝

Guests enjoyed an exclusive look at a recently completed development project funded by Fidelis Private Fund, learning how the developer and lender structured the project’s acquisition and construction financing. 💰🏠

From one dilapidated house to 13 new residential units, this project showcased the power of collaboration, vision, and strong partnerships. 🌟🏘️

With tacos, drinks, music, and networking, it was a memorable afternoon celebrating relationships and real estate transformation in San Diego! 🌮🎶

Thank you to everyone who joined us and helped make this event special. We look forward to building even more meaningful relationships together! 🙌

09/17/2026

Fidelis Private Fund at the CMA Fall Conference CMA Mortgage Brokers

This September, the Fidelis Private Fund team headed to Oceanside, California, for the CMA Fall Conference — two days of insight, connection, and inspiration alongside Southern California’s private lending community. 🤝

And we couldn’t be prouder of our team. Every person brings the dedication, expertise, and heart that make Fidelis who we are. Our success is built on their hard work every single day. 💼

As a proud sponsor of the event, Fidelis was right where we belong — in the room, building relationships. Because lending has never been just about the transaction. It’s about the trust we build, one deal, one partner, and one conversation at a time. 🏗️🤝

The keynote speaker put it best: real value isn’t found in shortcuts — it’s found in relationships. That message reflects what we practice every day: the connections we build today help carry our clients and partners into tomorrow. 📈

That’s the Fidelis difference.
🤝 Relationship Lending.
🏆 Real Results.
🔨 Built to Last.

From all of us at Fidelis — thank you for being part of the journey.

An extra $59k is not just a spreadsheet number. 🥚Read the Full Blog: bit.ly/3SzKdwpReinvesting keeps more of your capita...
09/16/2026

An extra $59k is not just a spreadsheet number. 🥚

Read the Full Blog: bit.ly/3SzKdwp

Reinvesting keeps more of your capital working instead of letting distributions rest in a low-yield account.

John’s approach is to strip away jargon and look at the raw numbers. 📈 Read the Full Blog: https://bit.ly/3SzKdwpA hypot...
09/16/2026

John’s approach is to strip away jargon and look at the raw numbers. 📈

Read the Full Blog: https://bit.ly/3SzKdwp

A hypothetical $100k investment at 10% can lead to very different 10-year outcomes depending on whether returns are taken or reinvested.

09/15/2026

🌪️ Master the Chaos, Master Your Life

Success isn’t about controlling every outcome—it’s about controlling how you respond when things don’t go according to plan.

🏗️ Just like a great contractor navigating delays, unexpected setbacks, and pressure on the job site, great leaders stay calm, adjust the plan, communicate clearly, and keep moving forward.

Life and business will always bring challenges. You can’t control every delay, difficult person, or unexpected obstacle—but you can control your preparation, attitude, and leadership when things go wrong. 💪

The best leaders prepare before the crisis, put their team ahead of their ego, and protect their people when the pressure is highest.

🔥 When chaos arrives, don’t ask, “Why is this happening to me?” Ask, “How can I respond at my best?”

Pressure doesn’t create greatness. It reveals who has been preparing for it all along.

Enjoy the week, and remember to learn from the past, anticipate the future, and live in the present. ✨

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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