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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
BOSTON, MA
617-563-7000
SEC #801-7884Total AUM
$5.7T
Employees
1,427Clients
36,651Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
245 SUMMER STREET
BOSTON
MA 02210
United States
BOSTON
MA 02210
United States
Operating Hours
9:00AM - 5:00PM EST
Monday - Friday
Monday - Friday
Phone
617-563-7000
Other Offices
6
Financials
Total AUM
$5.7T
Accounts
37,227Discretionary
$5.7T
Accounts
37,227Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6,596AUM
$3.9B
HNW Individual Clients
29,432AUM
$24.3B
Investment Company Clients
595AUM
$5.4T
Pooled Vehicle Clients
21AUM
$184.7B
Government Entity Clients
6AUM
$55.9B
Other Clients
1AUM
$147.2M
Description of Other Clients
PILOT FUNDS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SEE MISCELLANEOUS SECTION IN SCHEDULE D
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE MISCELLANEOUS SECTION IN SCHEDULE D
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.