Firm profile

FIDUS INVESTMENT ADVISORS, LLC

EVANSTON, ILCRD 156981Latest ADV March 30, 2026

Fidus Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evanston, IL. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 35 employees, 3 offices, and 3 accounts.

Assets Under Management
$1.4B
Employees
35
Offices
3 offices
Total Clients
<5
Primary office
EVANSTON, IL
1603 ORRINGTON AVE, SUITE 1005, EVANSTON, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOEdward H. Ross
CCODiane P. Lind
CFOShelby E. Sherard

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
BDCs
33.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts3
10Y AUM Change+$901M (+165.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees35
Clients per Employee0:1
10Y Employee Change+9 (+34.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.