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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 Oct 1, 2026
Regulatory AUM
$5.7T
Top 10% of cohort (national)
Discretionary AUM
$5.7T
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
- Website
- HTTPS://WWW.FIDELITY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.7T
- Discretionary AUM
- $5.7T
- 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 |
|---|---|---|
| Investment companies | 595 | $5.4T |
| High net worth individuals | 29,432 | $24.27B |
| Pooled investment vehicles | 21 | $184.72B |
| State or municipal government entities | 6 | $55.90B |
| Individuals (other than high net worth individuals) | 6,596 | $3.94B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SEE MISCELLANEOUS SECTION IN SCHEDULE D
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,355 | 1,427 | increased by72 |
| Apr 1, 2026 | Clients | 35,721 | 36,650 | increased by929 |
| Apr 1, 2026 | AUM | $4,730,738,518,487 | $5,685,041,930,529 | increased by$954,303,412,042 |
| Apr 1, 2026 | Accounts | 36,290 | 37,227 | increased by937 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,042 | 1,355 | increased by313 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 22,547 | 35,721 | increased by13,174 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,688,587,311,060 | $4,730,738,518,487 | increased by$1,042,151,207,427 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22,968 | 36,290 | increased by13,322 |
| Apr 1, 2022 | Employees | 1,385 | 1,042 | decreased by343 |
| Apr 1, 2022 | Clients | 22,416 | 22,547 | increased by131 |
| Apr 1, 2022 | AUM | $3,088,956,159,445 | $3,688,587,311,060 | increased by$599,631,151,615 |
| Apr 1, 2022 | Accounts | 22,902 | 22,968 | increased by66 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDELITY MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDELITY MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.