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FIDELITY DIVERSIFYING SOLUTIONS LLC
CRD 315088File 801-122572
APPROVED
Custody
Disclosure events
Filing as of Aug 20, 2026
Feed vintage Oct 1, 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://www.fidelity.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 35 | 44 | increased by9 |
| Apr 1, 2026 | Clients | 27 | 35 | increased by8 |
| Apr 1, 2026 | AUM | $9,658,729,292 | $18,878,085,695 | increased by$9,219,356,403 |
| Apr 1, 2026 | Accounts | 33 | 38 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 0 | 35 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $9,658,729,292 | increased by$9,658,729,292 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 33 | increased by33 |
| Nov 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 DIVERSIFYING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDELITY DIVERSIFYING” 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.