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FIDELITY DIVERSIFYING SOLUTIONS LLC
CRD 315088 · SEC 801-122572
245 SUMMER STREET, BOSTON, MA, 02210, United States
Phone
617-563-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.88B
Discretionary AUM
$18.88B
Team
44 total employees; 44 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERCENTAGE OF REVENUE FROM AFFILIATES
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $9.99B |
| Business development companies | 2 | $3.14B |
| Pooled investment vehicles | 10 | $4.81B |
States served
VT, AL, AK, CA, DE, DC, GA, IL, IN, IA, KS, MD, MA, MI, MN, NV, NJ, NM, NY, OH, OR, PA, RI, TN, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://x.com/fidelityforWMs
- https://x.com/fidelityforIIs
- http://X.com/fidelitynews
- https://X.com/FidelityPolicy
- https://www.fidelity.com
- https://www.youtube.com/@FidelityInstitutional
- https://institutional.fidelity.com
- https://clearingcustody.fidelity.com
- https://fidcredit.com
- https://www.linkedin.com/showcase/fidelity-for-wealth-managers
- https://www.linkedin.com/showcase/fidelity-for-institutional-investors
Official SEC filing: View on IAPD