Back to top

Overview

Articles

Insights

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

Assets

Assets

Last updated on Aug. 10, 2017
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 14
      Accounts
    • $267.4M
      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
Fidelity Distributors Corporation Broker-Dealer --
Fidvest Us LLC -- --
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
Fmr Co., Inc. IAR $919,536,193,483
Fiam Institutional Funds Manager, Inc. -- --
Fil Investment Management (Hong Kong) Limited -- --
Fidelity Management & Research Company IAR $219,029,299,833
Fidelity Business Services India Private Limited -- --
Fidelity Investments Institutional Services Company, Inc. Broker-Dealer $0
Fil Investment Management Gmbh -- --
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 -- --
Fil Investments International -- --
Amista Ventures Advisors III Limited Partnership -- --
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. -- --
Fiam LLC IAR $75,242,850,339
Fidelity Real Estate Partners VII LLC -- --
Impresa Management LLC IAR $2,808,229,340
Fil Investment Services (Uk) Limited -- --
National Financial Services, LLC Dual Registrant $0
Fil Limited -- --
Fidelity (Canada) Asset Management Ulc -- --
Volcap Advisors Fund I Limited Partnership -- --
Luminex Trading & Analytics LLC Broker-Dealer --
Fil Investments (Japan) Limited IAR $18,920
Alimont Ventures Advisors V Limited Partnership -- --
Fidelity Real Estate Partners VI LLC -- --
Strategic Advisers, Inc. IAR $254,026,100,000
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
    Anthony Ray Rochte President February, 2013 less than 5%
    Linda Jean Wondrack Chief Compliance Officer February, 2013 less than 5%
    Marc Robert Bryant Secretary September, 2015 less than 5%
    James David Gryglewicz Compliance Officer October, 2014 less than 5%
    William Eric Dailey Chief Operating Officer Of Asset Management, Chief Financial Officer, Executive Vice President May, 2014 less than 5%
    Charles Sumner Morrison President Asset Management, Director March, 2014 less than 5%
    Jean Marie Raymond Chief Financial Officer Of Asset Management, Treasurer May, 2014 less than 5%
    Brian Brazell Hogan President, Equity Group, Director October, 2014 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets