Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
108281
FIDELITY INSTITUTIONAL CUSTOM SMAS AND MODEL PORTFOLIO SERVICES (2026-03-30)
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Fee information for Fidelity Management & Research Company LLC is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108281), Fidelity Management & Research Company LLC is subject to fiduciary duty under federal law.
Fidelity Management & Research Company LLC is headquartered in BOSTON, MA.
Fidelity Management & Research Company LLC serves 29,432 high-net-worth clients according to their SEC filing dated July 30, 2026. View client details ↓
According to their SEC Form ADV, Fidelity Management & Research Company LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
Fidelity Management & Research Company LLC manages $5685.0 billion in client assets according to their SEC filing dated July 30, 2026.
According to their SEC Form ADV, Fidelity Management & Research Company LLC serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓