FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

RIASEC RegisteredEst. 1971

Total AUM

$5.7T

Discretionary

$5.7T

100% of AUM

Avg account

$153M

Accounts

37,227

Employees

1,427

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 108281
Registered since: November 29, 1971
Website: www.fidelity.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Investment Companies95.27%
Pooled Investment Vehicles3.25%
State / Municipal Government0.98%
HNWI0.43%
Individuals0.07%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Fidelity Management & Research Company LLC operates as a large, full-service investment manager serving both individual/family and institutional clients. The firm’s registered activity stretches back to 1971 and covers portfolio management across individual accounts, pooled vehicles and investment companies, along with the selection of sub‑advisers. It also performs commodity pool operator/commodity trading adviser (CPO/CTA) functions and sponsors or manages pooled investment vehicles. Investment appetite centers on public funds and mutual funds as the primary vehicle for client exposure, supported by separate account management and occasional direct participation in private funds. The firm’s fee arrangements include percentage‑of‑AUM charges, fixed fees and performance‑linked fees, and it engages third‑party managers where appropriate. The firm does not report active ESG investing as part of its stated profile.