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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
CRD 108281 · SEC 801-7884
245 SUMMER STREET, BOSTON, MA, 02210, United States
Phone
617-563-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.69T
Discretionary AUM
$5.69T
Team
1427 total employees; 744 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; SEE MISCELLANEOUS SECTION IN SCHEDULE D
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisersSEE MISCELLANEOUS SECTION IN SCHEDULE D
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6596 | $3.94B |
| High net worth individuals | 29432 | $24.27B |
| Investment companies | 595 | $5.42T |
| Pooled investment vehicles | 21 | $184.72B |
| State/municipal entities | 6 | $55.90B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/showcase/fidelity-for-institutional-investors
- https://x.com/fidelityforWMs
- https://x.com/fidelityforIIs
- HTTP://X.COM/FIDELITYNEWS
- https://X.com/FidelityPolicy
- HTTPS://WWW.FIDELITY.COM
- https://www.linkedin.com/showcase/fidelity-for-wealth-managers
- https://clearingcustody.fidelity.com
- https://institutional.fidelity.com
- https://www.youtube.com/@FidelityInstitutional
Official SEC filing: View on IAPD