← 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

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 typeClientsAUM
Investment companies23$9.99B
Charitable organizationsFewer than 5$102.3M
Pooled investment vehicles10$4.81B
Business development companies2$3.14B
Pension and profit sharing plansFewer than 5$480.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.