Fidelity Management & Research (Hong Kong) Limited

RIASEC RegisteredEst. 2008

Total AUM

$32.5B

Discretionary

$32.5B

100% of AUM

Avg account

$723M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 148045
Registered since: September 8, 2008
Website: www.fidelity.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Other
Client types: Investment Companies77.5%
Pooled Investment Vehicles22.5%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fidelity Management & Research (Hong Kong) Limited operates as an institutional registered investment adviser focused on managing pooled and institutional mandates. The firm is SEC-registered since 2008 and reports a client base made up of institutions rather than individual retail investors. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles, and businesses or institutions, and it also lists CPO/CTA activity and roles as sponsor, GP, or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM pricing alongside other fee structures. The firm does not characterize itself as an active ESG investor and is not organized as a multistate adviser under the reportable fields provided.