← Directory
FIDELITY DIVERSIFYING SOLUTIONS LLC
CRD 315088File 801-122572
APPROVED
Custody
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.88B
Top 10% of cohort (national)
Discretionary AUM
$18.88B
Clients
35
38 accounts
Employees
44
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 29, 2021
- Principal office
- 245 SUMMER STREET, BOSTON, MA, 02210
- Phone
- 617-563-7000
- Website
- https://x.com/fidelityforWMs
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.88B
- Discretionary AUM
- $18.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38
- Non-discretionary accounts
- 0
- Total accounts
- 38
- AUM per client
- $539.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $9.99B |
| Charitable organizations | Fewer than 5 | $102.3M |
| Pooled investment vehicles | 10 | $4.81B |
| Business development companies | 2 | $3.14B |
| Pension and profit sharing plans | Fewer than 5 | $480.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF REVENUE FROM AFFILIATES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
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.

