Fidelity Management & Research Company LLC

Overview

Fidelity Management & Research Company LLC is an SEC registered investment adviser based in Boston, MA, registered since 1971. It reports $5.7T in assets under management across 37,227 accounts, with 1,427 employees.

Reported AUM

$5.7T

Discretionary

100%

Accounts

37,227

Average account

$153M

Employees

1,427

Registered since

1971

Jurisdictions

51

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Selection of Other Advisors

Client types

• Government
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 12

• Bart Alexander Grenier President, Head of Asset Management CRD 4451384
• Abigail Pierrepont Johnson Chairman, Director CRD 4340399
• Peter Simon Lynch Vice Chairman, Director CRD 1964598

9 more executive officers, with direct contact details

Location

Headquarters

245 Summer St
Boston, MA 02210

County

Suffolk

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 51 jurisdictions

Every state, with registration dates

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