RIA Intel›Advisers›Massachusetts›FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

Institutional

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$5.7T
1-Year AUM Growth
+25.9%
3-Year CAGR
+8.2%
Employees
744
Assets Under Management
Total AUM$5.7T
Discretionary AUM$5.7T
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35,721
Team
Total Employees744
Investment Advisers1,427
Employee Growth (1Y)+12.9%
Filing History
Total Filings on Record108
First FilingJan 31, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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