VC  Fidelis Capital

     Office Locations:

820 Shades Creek Parkway
Suite 1200
Birmingham, AL 35209
Phone: 205-588-6022



  • Expansion
  • Growth



  • Energy & Clean Tech
  • Information Technology
  • Life Sciences & Healthcare



    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.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    John Stein Co-Founder
    Stephen Sistrunk Vice President
    Steve Dauphin Co-Founder
    William E. Reiser, Jr. CFA Co-Founder


    Portfolio companies include:

        web link

      Axial Exchange
        web link

      Deep Fiber Solutions
        web link

        web link

      Filter Easy
        web link

      Global Safety Management
        web link

        web link

        web link

        web link

        web link

      Radient Technologies
        web link

      South Cypress
        web link


    Recent News: