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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
CRD 108281File 801-7884
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$5.69T
Top 10% of cohort (national)
Discretionary AUM
$5.69T
Clients
36,650
37,227 accounts
Employees
1,427
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 29, 1971
- Principal office
- 245 SUMMER STREET, BOSTON, MA, 02210
- Phone
- 617-563-7000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.69T
- Discretionary AUM
- $5.69T
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37,227
- Non-discretionary accounts
- 0
- Total accounts
- 37,227
- AUM per client
- $155.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $147.2M |
| Investment companies | 595 | $5.42T |
| High net worth individuals | 29,432 | $24.27B |
| State or municipal government entities | 6 | $55.90B |
| Individuals (other than high net worth individuals) | 6,596 | $3.94B |
| Pooled investment vehicles (other than investment companies) | 21 | $184.72B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE MISCELLANEOUS SECTION IN SCHEDULE D
- Performance-based fees
- Fixed fees (other than subscription fees)
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- 0
- Firm Custody Clients
- 0
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- 84133865551
- Related Person Custody Clients
- 36035
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- 11.D(2) Other regulator: found a violation of investment-related regulations
- 11.D(4) Other regulator: denied, suspended or revoked a registration or licence
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.