FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

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Company Profile

As of Date 09/03/2024
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 17,313 5.34%
of those in investment advisory functions 16,459 10.43%
AUM* 5,653,706,751,442 -10.17%
of that, discretionary 5,621,590,386,519 -10.30%
Private Fund GAV* 179,953,101 -86.21%
Avg Account Size 1,417,393 -21.99%
High Net Worth 32.57% 5.79%
SMA’s Yes
Private Funds 3 67
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
5,180B 4,440B 3,700B 2,960B 2,220B 1,480B 740B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$179,953,101

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