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 is a long-established investment manager organized as an LLC and registered with the SEC since 1971. It serves both individual/family and institutional clients and operates as an "other fund provider" rather than a pure broker or trust-only entity. The firm performs portfolio management across individuals, small businesses, investment companies and pooled vehicles, and also selects third‑party advisers. It is active as a commodity pool operator/commodity trading advisor (CPO/CTA) and holds a range of industry roles, including broker-dealer relationships, banking/thrift and trust company affiliations, insurance company links, and sponsorship or GP roles for pooled investment vehicles. Fee arrangements include asset-based fees, fixed fees and performance-based components, among other structures. The firm does not identify as an active ESG investor and is not newly formed or a multi-state adviser in the reporting noted.