Fidelity Management & Research (Japan) Limited

Overview

Fidelity Management & Research (Japan) Limited is an institutional registered investment adviser focused on serving institutional clients. The firm has been SEC-registered since 2008 and operates under a hybrid ownership structure that includes domestic entity and individual stakeholders. Its stated business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management services for investment companies. Fees are charged on a percentage-of-assets-under-management basis (and other fee arrangements as applicable). The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not primarily a capital allocator. The firm’s affiliations span multiple parts of the financial services ecosystem, including broker-dealer, trust, banking/thrift, insurance, and roles tied to pooled investment vehicles (sponsor, general partner, managing member). Those relationships suggest capabilities both to manage pooled products directly and to participate in institutional distribution and custody networks.

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Location & Offices