FIDELITY DIVERSIFYING SOLUTIONS LLC

RIASEC RegisteredEst. 2021

Total AUM

$18.9B

Discretionary

$18.9B

100% of AUM

Avg account

$497M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 315088
Registered since: October 29, 2021
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies52.94%
Pooled Investment Vehicles25.47%
Business Development Companies16.64%
Pension & Profit Sharing Plans2.54%
Other1.85%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fidelity Diversifying Solutions LLC is a fund manager and pooled-vehicle adviser that provides institutional clients with multi-strategy alternatives exposure. Organized as an LLC and SEC-registered since 2021, the firm is organized to run and advise pooled funds across hedge, private equity and real estate structures and also operates as a commodity pool operator/commodity trading adviser. Its advisory remit includes portfolio management for investment companies and other pooled vehicles, management mandates for businesses or institutions, and selecting outside managers. The firm charges asset-based and performance-linked fees, and it does not position itself as an ESG-focused manager. Industry affiliations listed alongside its advisory activities include relationships with broker-dealers, banking and trust institutions, insurance firms and sponsorship or GP roles in pooled vehicles, indicating an operating model that spans fund management, custody relationships and sponsor-level responsibilities.