FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

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Company Profile

As of Date 03/30/2026
ADV Location Hong Kong / Japan / United Kingdom / United States, MA
Websites
AUM* 7,125,736,696,184 47%
of that, discretionary 7,076,686,585,765 47%
Private Fund GAV* 2,245,087,972 -32%
Avg Account Size 2,365,540 -2%
High Net Worth 30.74% -4%
SMA’s Yes
Private Funds 10 4

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Number of Employees 18,947 903%

of those in investment advisory functions 18,084 1647%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Disclosure Reporting

11.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)
11.D(5) Other regulator denied/suspended/revoked license
View 27 DRP Records

Recent News

Reported AUM

5,180B 4,440B 3,700B 2,960B 2,220B 1,480B 740B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date09/25/2025 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSE COOPERS Filing Date09/24/2025 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date08/22/2024 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date10/23/2023 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count1 GAV$365,000,000
SEC Fund TypePrivate Equity Fund Count5 GAV$12,078,958
SEC Fund TypeSecuritized Asset Fund Count4 GAV$1,868,009,014

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