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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 July 15, 2017
    • $75.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 253
      Accounts
    • $297.4M
      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

0

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

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
42 North Resource Partners Advisors Lp -- --
Agilus Ventures Advisors IV Limited Partnership -- --
Agilus Ventures Advisors Iv-E Limited Partnership -- --
Alimont Ventures Advisors V Limited Partnership -- --
Amista Ventures Advisors III Limited Partnership -- --
Ballyrock Investment Advisors LLC IAR $1,155,059,650
Empire Fidelity Investments Life Insurance Company -- --
F-Prime Capital Partners Healthcare Advisors Fund II Lp -- --
F-Prime Capital Partners Healthcare Advisors Fund III Lp -- --
F-Prime Capital Partners Healthcare Advisors Fund IV Lp -- --
F-Prime Capital Partners Healthcare Advisors Fund Iv-A Lp -- --
F-Prime Capital Partners Healthcare Advisors Fund Lp -- --
F-Prime Capital Partners Healthcare Advisors Fund V Lp -- --
F-Prime Capital Partners Tech Advisors Fund Lp -- --
Fiam Index Fund Gp, LLC -- --
Fiam Institutional Funds Manager, Inc. -- --
Fidelity (Canada) Asset Management Ulc -- --
Fidelity Brokerage Services LLC Broker-Dealer $0
Fidelity Business Services India Private Limited -- --
Fidelity Clearing Canada Ulc -- --
Fidelity Distributors Corporation Broker-Dealer --
Fidelity Employer Insurance Services, Inc. -- --
Fidelity Institutional Asset Management Trust Company -- --
Fidelity Insurance Agency, Inc. -- --
Fidelity Investments Canada Ulc -- --
Fidelity Investments Institutional Services Company, Inc. Broker-Dealer $0
Fidelity Investments Life Insurance Company -- --
Fidelity Investments Money Management, Inc. IAR $689,295,757,334
Fidelity Management & Research (Hong Kong) Limited IAR $12,306,556,708
Fidelity Management & Research (Japan) Limited IAR $2,262,254,553
Fidelity Management & Research Company IAR $219,029,299,833
Fidelity Management Trust Company -- --
Fidelity Personal Trust Company, Fsb IAR $1,725,002,327
Fidelity Real Estate Growth Fund II Corp. -- --
Fidelity Real Estate Growth Fund III Corp. -- --
Fidelity Real Estate Partners V LLC -- --
Fidelity Real Estate Partners VI LLC -- --
Fidelity Real Estate Partners VII LLC -- --
Fidelity Selectco, LLC IAR $3,743,065,976
Fidvest Us LLC -- --
Fil Investment Advisors IAR $5,835,765,000
Fil Investment Advisors (Uk) Ltd. IAR $5,828,586,000
Fil Investment Management (Hong Kong) Limited -- --
Fil Investment Management (Singapore) Limited -- --
Fil Investment Management Gmbh -- --
Fil Investment Services (Uk) Limited -- --
Fil Investments (Japan) Limited IAR $18,920
Fil Investments International -- --
Fil Limited -- --
Fil Pensions Management -- --
Fmr Co., Inc. IAR $919,536,193,483
Fmr Investment Management (Uk) Limited IAR $16,910,039,587
Impresa Management LLC IAR $2,808,229,340
Luminex Trading & Analytics LLC Broker-Dealer --
National Financial Services, LLC Dual Registrant $0
Strategic Advisers, Inc. IAR $254,026,100,000
Volcap Advisors Fund I Limited Partnership -- --

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Judy Anne Marlinski President, Director July, 2017 less than 5%
    Thomas Hense Vice Chairman February, 2016 less than 5%
    John Bernard Mcginty Jr Compliance Officer August, 2016 less than 5%
    Casey Moore Condron Head Of Sales & Relationship Management, Director February, 2015 less than 5%
    Carlos Antonio Pisierra Director, Chief Financial Officer February, 2016 less than 5%
    Nancy Delia Prior President Fixed Income, Vice Chairman Fiam March, 2014 less than 5%
    Derek Lane Young Vice Chairman August, 2011 less than 5%
    Wilson Brechner Owens Investment Operations Officer February, 2016 less than 5%
    Pam Ruddick Holding Chief Investment Officer, Director January, 2014 less than 5%
    Linda Jean Wondrack Chief Compliance Officer April, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees