9AT: STRATEGIC ADVISERS LLC

other names

Adviser Profile

As of Date	04/16/2025
Adviser Type - Large advisory firm - An investment adviser (or subadviser) to an investment company
Number of Employees	16,291 7338.81%
of those in investment advisory functions	16,178 10980.82%
Registration	SEC, Approved, 08/11/1977

AUM^*	1,067,664,605,590 61.88%
of that, discretionary	1,027,285,106,259 62.37%
Private Fund GAV^*	0 -100.00%
Avg Account Size	429,362 11.47%
% High Net Worth	30.73% 0.65%
SMA’s	Yes
Private Funds	1
Contact Info	617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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 businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count1	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GEODE CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1,376.5b	#Funds-
Adviser MILLENNIUM MANAGEMENT LLC	Hedge Fund565.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV565.7b	AUM571.1b	#Funds18
Adviser CITADEL ADVISORS LLC	Hedge Fund525.0b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV525.0b	AUM446.0b	#Funds31
Adviser MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	Hedge Fund145.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV145.4m	AUM191.0b	#Funds6
Adviser ROKOS CAPITAL MANAGEMENT LLP	Hedge Fund192.8b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV192.8b	AUM192.8b	#Funds4
Adviser ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Hedge Fund117.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV117.7b	AUM253.6b	#Funds51
Adviser AQR CAPITAL MANAGEMENT, LLC	Hedge Fund71.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV71.7b	AUM160.5b	#Funds159
Adviser GARDA CAPITAL PARTNERS	Hedge Fund106.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV106.6b	AUM106.6b	#Funds3
Adviser D. E. SHAW & CO., L.P.	Hedge Fund154.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV154.6b	AUM154.6b	#Funds41
Adviser RENAISSANCE TECHNOLOGIES LLC	Hedge Fund100.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV100.6b	AUM92.0b	#Funds16

Brochure Summary

Overview

Strategic Advisers LLC (“Strategic Advisers”) is a registered investment adviser under the Investment Advisers Act of 1940 (“Advisers Act”) and an indirect, wholly owned subsidiary of FMR LLC (collectively with Strategic Advisers and its affiliates, “Fidelity Investments,” “Fidelity,” “us,” “our,” or “we”). Strategic Advisers was formed in 1977 and provides a variety of investment management services, including discretionary portfolio management services to retail and institutional clients and nondiscretionary advisory services to certain institutional clients, including but not limited to Fidelity affiliates. This brochure provides information only about Strategic Advisers’ role with respect to Fidelity® Strategic Disciplines (the “Program”). For information about the additional services that Strategic Advisers provides, please see the relevant Strategic Advisers Form ADV Part 2A brochures.
Strategic Advisers serves as a sub-advisor to its affiliate Fidelity Personal and Workplace Advisors LLC (“FPWA”) in connection with various investment advisory programs offered by FPWA, including the Program. As sub-advisor, Strategic Advisers will make the day-to-day discretionary trading decisions with respect to Program accounts (“Program Accounts”) and will receive a portion of the advisory fees clients pay to FPWA in connection with the Program. Important information regarding FPWA and the Program can be found in the FPWA Fidelity Strategic Disciplines Program Fundamentals (“FPWA Program Fundamentals”).
As described in the FPWA Program Fundamentals, eight of the investment strategies offered to Program clients are sub-advised by Strategic Advisers:
• Fidelity® Tax-Managed U.S. Equity

Index Strategy (to be renamed the Fidelity U.S. Large Cap Index Strategy) (the “Tax-Managed U.S. Equity Index Strategy”);
• Fidelity® Tax-Managed International Equity Index Strategy (to be renamed the Fidelity International Index Strategy) (the “Tax-Managed International Equity Index Strategy”);
• Fidelity® Equity-Income Strategy (to be renamed the Fidelity Dividend Income Strategy) (the “Equity- Income Strategy”);
• Fidelity® U.S. Large Cap Equity Strategy (to be renamed the Fidelity U.S. Large Cap Strategy) (the “U.S. Large Cap Equity Strategy”);
• Fidelity® International Equity Strategy (to be renamed the Fidelity International Strategy) (the “International Equity Strategy”);
• Fidelity® U.S. Total Market Index Strategy (the “U.S. Total Market Index Strategy”);
• Fidelity® U.S. Low Volatility Index Strategy (the “U.S. Low Volatility Index Strategy”); and
• Fidelity® Environmental Focus Strategy (the “Environmental Focus Strategy”).
Before a client enrolls in the Program, FPWA will determine whether the relevant strategy is appropriate for the client based on a review of their investor profile and any other relevant information that the client provides to FPWA. Subject to the imposition of reasonable restrictions, Strategic Advisers will apply its proprietary methodology to manage a client’s Program Account to align with the selected strategy. Strategic Advisers is responsible for portfolio management, trading, and supervision of Program Accounts.
As of December 31, 2023, Strategic Advisers’ total assets under management were $792,623,731,892 on a discretionary basis, and $32,116,364,923 on a nondiscretionary basis.

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

STRATEGIC ADVISERS LLC

Related Companies

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview