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Building 2FIDELITY DIVERSIFYING SOLUTIONS LLC

Map pinBOSTON, MA
Phone617-563-7000
NotebookSEC #801-122572
Total AUM
$18.9B
Employees
44
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
245 SUMMER STREET
BOSTON
MA 02210
United States
Operating Hours
9:00AM - 5:00PM EST
Monday - Friday
Phone
617-563-7000
Other Offices
5

ReceiptFinancials

Total AUM
$18.9B
Accounts
38
Discretionary
$18.9B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
23
AUM
$10B
Business Development Company Clients
2
AUM
$3.1B
Pooled Vehicle Clients
10
AUM
$4.8B
Pension/Profit Sharing Plan Clients
1
AUM
$480.3M
Charitable Organization Clients
1
AUM
$102.3M
Other Clients
1
AUM
$350.1M
Description of Other Clients
FUND OF ONE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF REVENUE FROM AFFILIATES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADEILMAMNNHNJNYRI

HandshakeAffiliates

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Affiliates
Reported 71 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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