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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 11, 2017
    • $254.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 689K
      Accounts
    • $368.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

243

name start date
Justin A Barclay
July 2007
Keith Wallace Richardson
January 1999
Jennifer Anne Carroll
December 2010
Carl Lyndon Campbell
February 2016
Michael Colby Ward
September 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fidelity Distributors Corporation Broker-Dealer --
    Fmr Co., Inc. IAR $919,536,193,483
    Fil Investment Management (Singapore) Limited -- --
    Fidelity Management & Research (Hong Kong) Limited IAR $12,306,556,708
    Fidelity Clearing Canada Ulc -- --
    Fidelity Investments Money Management, Inc. IAR $689,295,757,334
    Fil Investment Management (Hong Kong) Limited -- --
    Fidvest Us LLC -- --
    Fil Limited -- --
    Fidelity Management & Research Company IAR $219,029,299,833
    Fidelity Business Services India Private Limited -- --
    Fidelity Selectco, LLC IAR $3,743,065,976
    Fidelity Investments Institutional Services Company, Inc. Broker-Dealer $0
    Fil Investment Services (Uk) Limited -- --
    Fidelity Brokerage Services LLC Broker-Dealer $0
    Ballyrock Investment Advisors LLC IAR $1,155,059,650
    Agilus Ventures Advisors IV Limited Partnership -- --
    Fidelity Personal Trust Company, Fsb IAR $1,725,002,327
    Fidelity Employer Insurance Services, Inc. -- --
    Fidelity Investments Canada Ulc -- --
    Fiam Index Fund Gp, LLC -- --
    Fidelity Management Trust Company -- --
    Fidelity Institutional Asset Management Trust Company -- --
    Fidelity Real Estate Growth Fund II Corp. -- --
    Fil Investment Advisors IAR $5,835,765,000
    Empire Fidelity Investments Life Insurance Company -- --
    Fil Pensions Management -- --
    Fidelity Investments Life Insurance Company -- --
    Fidelity Real Estate Growth Fund III Corp. -- --
    Fidelity Real Estate Partners V LLC -- --
    Fmr Investment Management (Uk) Limited IAR $16,910,039,587
    Fil Investment Advisors (Uk) Ltd. IAR $5,828,586,000
    Fidelity Insurance Agency, Inc. -- --
    Volcap Advisors Fund I Limited Partnership -- --
    Fiam LLC IAR $75,242,850,339
    Fidelity Real Estate Partners VII LLC -- --
    Impresa Management LLC IAR $2,808,229,340
    Fil Investments International -- --
    National Financial Services, LLC Dual Registrant $0
    Amista Ventures Advisors III Limited Partnership -- --
    Fidelity (Canada) Asset Management Ulc -- --
    Fil Investment Management Gmbh -- --
    Luminex Trading & Analytics LLC Broker-Dealer --
    Fiam Institutional Funds Manager, Inc. -- --
    Fil Investments (Japan) Limited IAR $18,920
    Alimont Ventures Advisors V Limited Partnership -- --
    Fidelity Real Estate Partners VI LLC -- --
    Agilus Ventures Advisors Iv-E Limited Partnership -- --
    Fidelity Management & Research (Japan) Limited IAR $2,262,254,553
    42 North Resource Partners Advisors Lp -- --
    F-Prime Capital Partners Tech Advisors Fund Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund Iv-A Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund II Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund III Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund V Lp -- --
    F-Prime Capital Partners Healthcare Advisors Fund IV Lp -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jean Marie Raymond Chief Financial Officer Of Asset Management, Treasurer May, 2014 less than 5%
      Charles Sumner Morrison President Of Asset Management March, 2014 less than 5%
      Bruce Thomas Herring President, Chairman Of The Board, Director May, 2015 less than 5%
      Suzanne Brennan Chief Operating Officer October, 2011 less than 5%
      William Eric Dailey Chief Operating Officer Of Asset Management, Executive Vice President May, 2014 less than 5%
      Howard Galligan Director February, 2008 less than 5%
      Peter Brian Enyeart Chief Investment Officer July, 2013 less than 5%
      James David Gryglewicz Compliance Officer September, 2015 less than 5%
      Linda Jean Wondrack Chief Compliance Officer April, 2012 less than 5%
      Marc Robert Bryant Senior Vice President And Deputy General Counsel June, 2010 less than 5%
      Derek Lane Young Director October, 2011 less than 5%
      Roger Theodore Servison Director April, 1999 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees