DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

FIAM LLC

CRD 133196

SMITHFIELD, RI

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Search this name across graphsid dfx:ria:026813e4-d599-9efb-b800-d4a0d4ce4357

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 82
Dated events: 24
On other graphs: 5
Observed: Mar 29, 2012 to Jul 30, 2026
83 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Fiam LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Fiam LLC

Capital provider to sponsors · shared crd

Allocatorsidentity

Fiam LLC

Investment consultant · shared crd

Private Creditidentity

FIAM LLC

Private credit manager · shared crd

Real Estate Fundsidentity

Fiam LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.83 institutional_share=0.15 related_bd=true related_bank=true bd_reps=56.0
Regulatory AUM: $348BItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $348B
Private client RAUM: $276MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 196
Advisory employees: 139
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 647
High net worth clients: 23
Private funds: 21Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-63658
CIK: 1385495
CRD: 133196
Filings on the tape: 83
First filed: Mar 29, 2012
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, DE
Website: fidelity.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 37

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FIAM GLOBAL UNCONSTRAINED EQUITY FUND LP	Hedge Fund	$1.5B	Nov 20, 2024	78	Nov 20, 2024	reported	021-504617
FIAM BROAD MARKET DURATION FUND, LLC	Other Private Fund	$968M	Nov 20, 2024	6	Mar 29, 2012	reported	021-66839
FIAM GLOBAL ALLOCATION LP	Other Private Fund	$948M	Feb 11, 2020	2	Mar 29, 2019	dropped	021-315834
FIAM TACTICAL BOND FUND, LP	Other Private Fund	$490M	Nov 20, 2024	27	Mar 27, 2015	reported	021-219452
FIDELITY DIRECT LENDING FUND, LP	Hedge Fund	$457M	Dec 6, 2023	11	Mar 31, 2022	reported	021-425462
FIAM LEVERAGED LOAN FUND, LP	Other Private Fund	$392M	Nov 20, 2024	8	Mar 27, 2015	reported	021-206497
FIAM CORE PLUS FUND, LLC	Other Private Fund	$359M	Nov 20, 2024	10	Mar 29, 2012	reported	021-108834
FIAM SELECT EMERGING MARKETS EQUITY FUND, LP	Other Private Fund	$341M	Nov 20, 2024	9	Mar 28, 2017	reported	021-184884
FIAM GLOBAL LOW VOLATILITY EQUITY FUND LP	Other Private Fund	$303M	Nov 20, 2024	5	Mar 28, 2017	reported	021-267118
FIDELITY REAL ESTATE OPPORTUNISTIC INCOME FUND L.P.	Hedge Fund	$302M	Nov 20, 2024	14	Mar 29, 2012	reported	021-199656
FIAM SELECT INTERNATIONAL EQUITY FUND, LLC	Other Private Fund	$285M	Nov 20, 2024	2	Mar 29, 2012	reported	021-118269
FIAM LDS FUND, LP	Other Private Fund	$282M	Mar 2, 2022	3	Mar 30, 2020	dropped	021-359932
FIAM SELECT INTERNATIONAL SMALL CAP EQUITY FUND, LLC	Other Private Fund	$246M	Nov 20, 2024	9	Mar 29, 2012	reported	021-124212
FIDELITY JAPAN DATA CENTERS FUND LP	Real Estate Fund	$226M	Nov 20, 2024	43	Mar 31, 2022	reported	021-403572
PYRAMIS GLOBAL HEALTH CARE LONG/SHORT MASTER FUND, LTD.	Hedge Fund	$202M	Jan 8, 2015	15	Mar 29, 2012	dropped	n/a
FIAM HIGH YIELD FUND, LLC	Other Private Fund	$194M	Nov 20, 2024	8	Mar 29, 2012	reported	021-119525
PYRAMIS GLOBAL MARKET NEUTRAL MASTER FUND, LTD.	Hedge Fund	$168M	Jan 8, 2015	9	Mar 29, 2012	dropped	n/a
FIDELITY REAL ESTATE DEBT OPPORTUNITIES FUND I, LP	Real Estate Fund	$162M	Nov 20, 2024	443	Mar 31, 2021	reported	021-377783
FIAM GLOBAL CREDIT EX-U.S. HEDGED FUND, LP	Other Private Fund	$158M	Nov 20, 2024	5	Mar 27, 2015	reported	021-225522
FIAM EMERGING MARKETS ALL CAP FUND LP	Other Private Fund	$157M	Dec 6, 2023	3	Mar 25, 2014	reported	021-184887
FIDELITY REDOF I REIT, LLC	Real Estate Fund	$133M	Mar 28, 2024	125	Mar 31, 2021	reported	021-423391
FIDELITY REOI CAYMAN LTD.	Hedge Fund	$121M	Dec 6, 2023	1	Mar 29, 2012	reported	n/a
FIAM SMALL/MID CAP OPPORTUNITIES FUND, LP	Other Private Fund	$93.1M	Nov 20, 2024	6	Mar 27, 2013	reported	021-184666
FIAM EMERGING MARKET DEBT FUND, LLC	Other Private Fund	$92.4M	Nov 20, 2024	4	Mar 29, 2012	reported	021-94297
PYRAMIS GLOBAL HEALTH CARE LONG/SHORT FUND, L.P.	Hedge Fund	$78.3M	Jan 8, 2015	12	Mar 29, 2012	dropped	021-185564

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, STEPHANIE, JEAN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Jan 23, 2023	Nov 20, 2024
COHEN, TIMOTHY, MICHAEL	CO-HEAD EQUITY	Na	yes	03/2018	Mar 29, 2018	Nov 20, 2024
CONDRON, CASEY, MOORE	HEAD OF SALES & RELATIONSHIP MANAGEMENT, DIRECTOR	Na	yes	02/2015	Sep 16, 2014	Nov 20, 2024
FIAM HOLDINGS LLC	Member	E	yes	10/2004	Mar 29, 2018	Nov 20, 2024
FMR LLC	Shareholder	E	yes	10/2004	Mar 29, 2012	Nov 20, 2024
FOLEY, ROBIN, LEE	HEAD OF FIXED INCOME	Na	yes	07/2023	Dec 6, 2023	Nov 20, 2024
GOUVEIA, CHRISTOPHER, MICHAEL	COMPLIANCE OFFICER	Na	yes	01/2023	Jan 23, 2023	Nov 20, 2024
HOLDING, PAM, RUDDICK	CO-HEAD EQUITY	Na	yes	01/2014	Jan 3, 2014	Nov 20, 2024
IRVING, WILLIAM, WOOD	PRESIDENT, DIRECTOR, HEAD OF FIDELITY ASSET MANAGEMENT SOLUTIONS	Na	yes	01/2023	Jan 23, 2023	Nov 20, 2024
JOHNSON IV, EDWARD, CROSBY	ELECTED MANAGER	F	yes	04/2006	Apr 25, 2016	Nov 20, 2024
JOHNSON, ABIGAIL, PIERREPONT	ELECTED MANAGER	F	yes	05/1994	Apr 25, 2016	Nov 20, 2024
LANK, HARLEY, JAY	HEAD OF HIGH INCOME	Na	yes	08/2019	Sep 30, 2019	Nov 20, 2024
MCGEE, MARTIN, TAGUE	CHIEF FINANCIAL OFFICER, DIRECTOR	Na	yes	04/2020	Apr 29, 2020	Nov 20, 2024
MCGRAW, GERARD, JOHN	ELECTED MANAGER	F	yes	10/2014	Apr 25, 2016	Nov 20, 2024
NEFF, STEPHEN, CHARLES	ELECTED MANAGER	F	yes	04/2023	Jun 6, 2023	Nov 20, 2024
PARISEAULT, CHRISTIAN, GIRARD	HEAD OF INSTITUTIONAL PORTFOLIO MANAGERS, DIRECTOR	Na	yes	12/2021	Jan 24, 2022	Nov 20, 2024
PERRY, KIMBERLY, LYN	Director	Na	yes	04/2021	Apr 20, 2021	Nov 20, 2024
RIMMER, CHRISTOPHER, JOHN	HEAD OF ASSET MANAGEMENT FINANCE	Na	yes	09/2018	Oct 29, 2018	Nov 20, 2024
WILENS, MICHAEL, ENGBER	ELECTED MANAGER	F	yes	10/2014	Apr 25, 2016	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 68

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC	n/a	Asset manager	$5685B	N	yes	n/a
STRATEGIC ADVISERS LLC	n/a	National bd RIA	$1370B	N	yes	n/a
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC	n/a	Former SEC adviser	$819B	N	yes	n/a
FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED	n/a	Asset manager	$33B	N	yes	n/a
FMR INVESTMENT MANAGEMENT (UK) LIMITED	n/a	Asset manager	$26B	N	yes	n/a
FIDELITY DIVERSIFYING SOLUTIONS LLC	n/a	Asset manager	$19B	N	yes	n/a
IMPRESA MANAGEMENT LLC	n/a	Asset manager	$13B	N	yes	n/a
BALLYROCK INVESTMENT ADVISORS LLC	n/a	Asset manager	$11B	N	yes	n/a
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	n/a	Mixed wealth	$9.4B	N	yes	n/a
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED	n/a	Asset manager	$2.4B	N	yes	n/a
42 NORTH RESOURCE PARTNERS ADVISORS II LP	n/a	n/a	n/a	N	yes	n/a
42 NORTH RESOURCE PARTNERS ADVISORS LP	n/a	n/a	n/a	N	yes	n/a
AGILUS VENTURES ADVISORS IV LIMITED PARTNERSHIP	n/a	n/a	n/a	N	yes	n/a
ALIMONT VENTURES ADVISORS V LIMITED PARTNERSHIP	n/a	n/a	n/a	N	yes	n/a
AVON VENTURE ADVISORS FUND I LP	n/a	n/a	n/a	N	yes	n/a
AVON VENTURE ADVISORS FUND II LP	n/a	n/a	n/a	N	yes	n/a
DI CONSUMER ADVISORS FUND I LP	n/a	n/a	n/a	N	yes	n/a
DI OPPORTUNITY ADVISORS FUND LP	n/a	n/a	n/a	N	yes	n/a
DIGITAL BROKERAGE SERVICES LLC	n/a	n/a	n/a	N	yes	n/a
EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND II LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND III LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV-A LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND V LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND II LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND III LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VI LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VII LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VIII LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND 2021 LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND II LP	n/a	n/a	n/a	N	yes	n/a
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND LP	n/a	n/a	n/a	N	yes	n/a
FIAM INDEX FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
FIAM INSTITUTIONAL FUNDS MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
FIDELITY BROKERAGE SERVICES LLC	n/a	n/a	n/a	N	yes	n/a
FIDELITY BUSINESS SERVICES INDIA PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
FIDELITY CONVERTIBLE ARBITRAGE FUND GP LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	97	yes
Merrimack	Nh	United States	20	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$348B	$348B	196	139	5	21	n/a
2024	Apr 10, 2025	$271B	$271B	192	137	5	20	n/a
2023	Mar 28, 2024	$219B	$219B	168	118	2	23	$4.9B
2022	Mar 30, 2023	$152B	$152B	199	152	3	23	$5.0B
2021	Mar 31, 2022	$182B	$182B	182	133	3	22	$4.8B
2020	Mar 31, 2021	$140B	$140B	171	120	2	24	$4.4B
2019	Mar 30, 2020	$103B	$103B	484	431	2	18	$4.8B
2018	Mar 29, 2019	$85B	$85B	450	395	2	18	$4.1B
2017	Mar 29, 2018	$78B	$78B	186	114	2	19	$3.8B
2016	Mar 28, 2017	$75B	$75B	164	122	n/a	18	$3.9B
2015	Mar 29, 2016	$62B	$62B	100	93	n/a	15	$2.1B
2014	Mar 27, 2015	$60B	$60B	111	99	n/a	15	$2.1B
2013	Mar 25, 2014	$42B	$42B	102	89	n/a	18	$2.1B
2012	Mar 27, 2013	$33B	$33B	115	103	n/a	16	$2.0B
2011	Mar 29, 2012	$40B	$40B	n/a	n/a	n/a	15	$1.7B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$348B	$271B	28.5%	$152B	31.7%	196	192	5	5

Relationships

showing 80 of 82

Affiliated with (26)

← FIDELITY DIVERSIFYING SOLUTIONS LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FMR INVESTMENT MANAGEMENT (UK) LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FIDELITY MANAGEMENT & RESEARCH COMPANY LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BALLYROCK INVESTMENT ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ NATIONAL FINANCIAL SERVICES, LLCRegistered adviserbroker-dealer, custodian, common control
factForm ADV
→ FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ IMPRESA MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ FIDELITY INSTITUTIONAL WEALTH ADVISER LLCRegistered adviserother investment adviser, common control
factForm ADV
→ FIDELITY DIVERSIFYING SOLUTIONS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← FIDELITY MANAGEMENT & RESEARCH COMPANY LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← BALLYROCK INVESTMENT ADVISORS LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FMR INVESTMENT MANAGEMENT (UK) LIMITEDRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITEDRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITEDRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← IMPRESA MANAGEMENT LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← STRATEGIC ADVISERS LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY INSTITUTIONAL WEALTH ADVISER LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← NATIONAL FINANCIAL SERVICES, LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY INVESTMENTS MONEY MANAGEMENT, INC.Registered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FMR CO., INC.Registered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← FIDELITY SELECTCO, LLCRegistered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
← NORTHERN NECK INVESTORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (35)

→ FIAM TACTICAL BOND FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ FIAM CONCENTRATED BLUE CHIP GROWTH LLCPrivate fundOther Private Fund, IA
Mar 25, 2014 to presentfactForm ADV
→ FIDELITY JAPAN DATA CENTERS FUND LPPrivate fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ FIAM HIGH YIELD FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIAM BROAD MARKET DURATION FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIAM GLOBAL UNCONSTRAINED EQUITY FUND LPPrivate fundHedge Fund, IA
Nov 20, 2024 to presentfactForm ADV
→ FIAM SELECT INTERNATIONAL SMALL CAP EQUITY FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND II LP - OFFSHOREPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ FIAM GLOBAL FOUNDERS FUND, LPPrivate fundOther Private Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ FIAM LEVERAGED LOAN FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND II LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ FIAM CORE PLUS FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIDELITY 2022 PRIVATE EQUITY MULTI-STRATEGY FUND LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ FIAM EMERGING MARKET DEBT FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIAM GLOBAL CREDIT EX-U.S. HEDGED FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ FIDELITY JAPAN DATA CENTERS FUND LP TOKYO 3 SERIESPrivate fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ FIDELITY 2022 PRIVATE EQUITY MULTI-STRATEGY FUND LP - OFFSHOREPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ FIDELITY REAL ESTATE DEBT OPPORTUNITIES FUND I, LPPrivate fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ FIAM SELECT INTERNATIONAL EQUITY FUND, LLCPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIDELITY REAL ESTATE OPPORTUNISTIC INCOME FUND L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIAM SMALL/MID CAP OPPORTUNITIES FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2013 to presentfactForm ADV
→ FIAM GLOBAL LOW VOLATILITY EQUITY FUND LPPrivate fundOther Private Fund, IA
Mar 28, 2017 to presentfactForm ADV
→ FIAM SELECT EMERGING MARKETS EQUITY FUND, LPPrivate fundOther Private Fund, IA
Mar 28, 2017 to presentfactForm ADV
→ FIDELITY REDOF I REIT, LLCPrivate fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ FIAM EMERGING MARKETS ALL CAP FUND LPPrivate fundOther Private Fund, IA
Mar 25, 2014 to presentfactForm ADV
→ FIDELITY REOI CAYMAN LTD.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ FIDELITY DIRECT LENDING FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ FIAM LDS FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2020 to Mar 2, 2022factForm ADV
→ FIAM GLOBAL ALLOCATION LPPrivate fundOther Private Fund, IA, no longer reported
Mar 29, 2019 to Feb 11, 2020factForm ADV
→ FIAM INTERNATIONAL GROWTH FUND, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 29, 2012 to Jan 4, 2019factForm ADV
and 5 more

Controls (19)

← FOLEY, ROBIN, LEEOwnerHEAD OF FIXED INCOME, ownership code NA, individual
Dec 6, 2023 to Nov 20, 2024factForm ADV
← HOLDING, PAM, RUDDICKOwnerCO-HEAD EQUITY, ownership code NA, individual
Jan 3, 2014 to Nov 20, 2024factForm ADV
← PARISEAULT, CHRISTIAN, GIRARDOwnerHEAD OF INSTITUTIONAL PORTFOLIO MANAGERS, DIRECTOR, ownership code NA, individual
Jan 24, 2022 to Nov 20, 2024factForm ADV
← PERRY, KIMBERLY, LYNOwnerDIRECTOR, ownership code NA, individual
Apr 20, 2021 to Nov 20, 2024factForm ADV
← CONDRON, CASEY, MOOREOwnerHEAD OF SALES & RELATIONSHIP MANAGEMENT, DIRECTOR, ownership code NA, individual
Sep 16, 2014 to Nov 20, 2024factForm ADV
← JOHNSON, ABIGAIL, PIERREPONTOwnerELECTED MANAGER, ownership code F, individual
Apr 25, 2016 to Nov 20, 2024factForm ADV
← LANK, HARLEY, JAYOwnerHEAD OF HIGH INCOME, ownership code NA, individual
Sep 30, 2019 to Nov 20, 2024factForm ADV
← MCGRAW, GERARD, JOHNOwnerELECTED MANAGER, ownership code F, individual
Apr 25, 2016 to Nov 20, 2024factForm ADV
← RIMMER, CHRISTOPHER, JOHNOwnerHEAD OF ASSET MANAGEMENT FINANCE, ownership code NA, individual
Oct 29, 2018 to Nov 20, 2024factForm ADV
← JOHNSON IV, EDWARD, CROSBYOwnerELECTED MANAGER, ownership code F, individual
Apr 25, 2016 to Nov 20, 2024factForm ADV
← WILENS, MICHAEL, ENGBEROwnerELECTED MANAGER, ownership code F, individual
Apr 25, 2016 to Nov 20, 2024factForm ADV
← COHEN, TIMOTHY, MICHAELOwnerCO-HEAD EQUITY, ownership code NA, individual
Mar 29, 2018 to Nov 20, 2024factForm ADV
← IRVING, WILLIAM, WOODOwnerPRESIDENT, DIRECTOR, HEAD OF FIDELITY ASSET MANAGEMENT SOLUTIONS, ownership code NA, individual
Jan 23, 2023 to Nov 20, 2024factForm ADV
← NEFF, STEPHEN, CHARLESOwnerELECTED MANAGER, ownership code F, individual
Jun 6, 2023 to Nov 20, 2024factForm ADV
← MCGEE, MARTIN, TAGUEOwnerCHIEF FINANCIAL OFFICER, DIRECTOR, ownership code NA, individual
Apr 29, 2020 to Nov 20, 2024factForm ADV
← BROWN, STEPHANIE, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 23, 2023 to Nov 20, 2024factForm ADV
← GOUVEIA, CHRISTOPHER, MICHAELOwnerCOMPLIANCE OFFICER, ownership code NA, individual
Jan 23, 2023 to Nov 20, 2024factForm ADV
← FIAM HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 29, 2018 to Nov 20, 2024factForm ADV
← FMR LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 29, 2012 to Nov 20, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Fiam Llc reported RAUM $347.7B, up 28% from $270.7B (2026-02-20 to 2026-03-30)
Form ADVobserved 5 days ago
$77.1B
Occurred
Mar 28, 2024
Regulatory AUM changed
Fiam Llc reported RAUM $219.2B, up 44% from $152.4B (2023-12-06 to 2024-03-28)
Form ADVobserved 5 days ago
$66.8B
Occurred
Mar 28, 2024
Control person left
Joseph John Remondi (Elected Manager) no longer on Schedule A of Fiam Llc (listed 2023-12-06, absent 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2023
Control person left
(Nmn) James Pagliocco (Head Of Fixed Income) no longer on Schedule A of Fiam Llc (listed 2023-08-08, absent 2023-12-06)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2023
Control person joined
Lee Robin Foley (Head Of Fixed Income) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jun 6, 2023
Control person joined
Charles Stephen Neff (Elected Manager) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person left
Charles James Curvey (Elected Manager) no longer on Schedule A of Fiam Llc (listed 2022-11-02, absent 2023-01-23)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person left
Matthew Kevin Meagher (Chief Compliance Officer) no longer on Schedule A of Fiam Llc (listed 2022-11-02, absent 2023-01-23)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person left
Nmn Vadim Zlotnikov (President, Director, President Global Asset Allocation) no longer on Schedule A of Fiam Llc (listed 2022-11-02, absent 2023-01-23)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person joined
Jean Stephanie Brown (Chief Compliance Officer) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person joined
Wood William Irving (President, Director, Head Of Fidelity Asset Management Solutions) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Control person joined
Michael Christopher Gouveia (Compliance Officer) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Fiam Llc reported RAUM $182.2B, up 30% from $140.1B (2022-03-02 to 2022-03-31)
Form ADVobserved 5 days ago
$42.1B
Occurred
Jan 24, 2022
Control person left
Shelton James Carroll (Head Of Institutional Portfolio Managers, Director) no longer on Schedule A of Fiam Llc (listed 2021-07-22, absent 2022-01-24)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2022
Control person joined
Girard Christian Pariseault (Head Of Institutional Portfolio Managers, Director) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Apr 20, 2021
Control person joined
Lyn Kimberly Perry (Director) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Fiam Llc reported RAUM $140.1B, up 36% from $102.9B (2021-01-02 to 2021-03-31)
Form ADVobserved 5 days ago
$37.2B
Occurred
Jul 20, 2020
Control person joined
(Nmn) James Pagliocco (Head Of Fixed Income) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jul 20, 2020
Control person left
Delia Nancy Prior (President Fixed Income) no longer on Schedule A of Fiam Llc (listed 2020-06-26, absent 2020-07-20)
Form ADVobserved 5 days ago
Occurred
Apr 29, 2020
Control person left
Anne Judy Marlinski (President, Director) no longer on Schedule A of Fiam Llc (listed 2020-03-30, absent 2020-04-29)
Form ADVobserved 5 days ago
Occurred
Apr 29, 2020
Control person left
(Nmn) Matthew Depiero (Chief Financial Officer, Director) no longer on Schedule A of Fiam Llc (listed 2020-03-30, absent 2020-04-29)
Form ADVobserved 5 days ago
Occurred
Apr 29, 2020
Control person joined
Tague Martin Mcgee (Chief Financial Officer, Director) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Sep 30, 2019
Control person joined
Jay Harley Lank (Head Of High Income) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago
Occurred
Jan 4, 2019
Control person joined
Nmn Vadim Zlotnikov (President Global Asset Allocation) appeared on Schedule A of Fiam Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:026813e4-d599-9efb-b800-d4a0d4ce4357
First observed: Mar 29, 2012
Last observed: Jul 30, 2026 52 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIAM LLC

CRD 133196

SMITHFIELD, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:026813e4-d599-9efb-b800-d4a0d4ce4357

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FIAM GLOBAL UNCONSTRAINED EQUITY FUND LP

Hedge Fund

$1.5B

Nov 20, 2024

reported

021-504617

FIAM BROAD MARKET DURATION FUND, LLC

Other Private Fund

$968M

Nov 20, 2024

Mar 29, 2012

reported

021-66839

FIAM GLOBAL ALLOCATION LP

Other Private Fund

$948M

Feb 11, 2020

Mar 29, 2019

dropped

021-315834

FIAM TACTICAL BOND FUND, LP

Other Private Fund

$490M

Nov 20, 2024

Mar 27, 2015

reported

021-219452

FIDELITY DIRECT LENDING FUND, LP

Hedge Fund

$457M

Dec 6, 2023

Mar 31, 2022

reported

021-425462

FIAM LEVERAGED LOAN FUND, LP

Other Private Fund

$392M

Nov 20, 2024

Mar 27, 2015

reported

021-206497

FIAM CORE PLUS FUND, LLC

Other Private Fund

$359M

Nov 20, 2024

Mar 29, 2012

reported

021-108834

FIAM SELECT EMERGING MARKETS EQUITY FUND, LP

Other Private Fund

$341M

Nov 20, 2024

Mar 28, 2017

reported

021-184884

FIAM GLOBAL LOW VOLATILITY EQUITY FUND LP

Other Private Fund

$303M

Nov 20, 2024

Mar 28, 2017

reported

021-267118

FIDELITY REAL ESTATE OPPORTUNISTIC INCOME FUND L.P.

Hedge Fund

$302M

Nov 20, 2024

Mar 29, 2012

reported

021-199656

FIAM SELECT INTERNATIONAL EQUITY FUND, LLC

Other Private Fund

$285M

Nov 20, 2024

Mar 29, 2012

reported

021-118269

FIAM LDS FUND, LP

Other Private Fund

$282M

Mar 2, 2022

Mar 30, 2020

dropped

021-359932

FIAM SELECT INTERNATIONAL SMALL CAP EQUITY FUND, LLC

Other Private Fund

$246M

Nov 20, 2024

Mar 29, 2012

reported

021-124212

FIDELITY JAPAN DATA CENTERS FUND LP

Real Estate Fund

$226M

Nov 20, 2024

Mar 31, 2022

reported

021-403572

PYRAMIS GLOBAL HEALTH CARE LONG/SHORT MASTER FUND, LTD.

Hedge Fund

$202M

Jan 8, 2015

Mar 29, 2012

dropped

n/a

FIAM HIGH YIELD FUND, LLC

Other Private Fund

$194M

Nov 20, 2024

Mar 29, 2012

reported

021-119525

PYRAMIS GLOBAL MARKET NEUTRAL MASTER FUND, LTD.

Hedge Fund

$168M

Jan 8, 2015

Mar 29, 2012

dropped

n/a

FIDELITY REAL ESTATE DEBT OPPORTUNITIES FUND I, LP

Real Estate Fund

$162M

Nov 20, 2024

443

Mar 31, 2021

reported

021-377783

FIAM GLOBAL CREDIT EX-U.S. HEDGED FUND, LP

Other Private Fund

$158M

Nov 20, 2024

Mar 27, 2015

reported

021-225522

FIAM EMERGING MARKETS ALL CAP FUND LP

Other Private Fund

$157M

Dec 6, 2023

Mar 25, 2014

reported

021-184887

FIDELITY REDOF I REIT, LLC

Real Estate Fund

$133M

Mar 28, 2024

125

Mar 31, 2021

reported

021-423391

FIDELITY REOI CAYMAN LTD.

Hedge Fund

$121M

Dec 6, 2023

Mar 29, 2012

reported

n/a

FIAM SMALL/MID CAP OPPORTUNITIES FUND, LP

Other Private Fund

$93.1M

Nov 20, 2024

Mar 27, 2013

reported

021-184666

FIAM EMERGING MARKET DEBT FUND, LLC

Other Private Fund

$92.4M

Nov 20, 2024

Mar 29, 2012

reported

021-94297

PYRAMIS GLOBAL HEALTH CARE LONG/SHORT FUND, L.P.

Hedge Fund

$78.3M

Jan 8, 2015

Mar 29, 2012

dropped

021-185564

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, STEPHANIE, JEAN

CHIEF COMPLIANCE OFFICER

yes

01/2023

Jan 23, 2023

Nov 20, 2024

COHEN, TIMOTHY, MICHAEL

CO-HEAD EQUITY

yes

03/2018

Mar 29, 2018

Nov 20, 2024

CONDRON, CASEY, MOORE

HEAD OF SALES & RELATIONSHIP MANAGEMENT, DIRECTOR

yes

02/2015

Sep 16, 2014

Nov 20, 2024

FIAM HOLDINGS LLC

Member

yes

10/2004

Mar 29, 2018

Nov 20, 2024

FMR LLC

Shareholder

yes

10/2004

Mar 29, 2012

Nov 20, 2024

FOLEY, ROBIN, LEE

HEAD OF FIXED INCOME

yes

07/2023

Dec 6, 2023

Nov 20, 2024

GOUVEIA, CHRISTOPHER, MICHAEL

COMPLIANCE OFFICER

yes

01/2023

Jan 23, 2023

Nov 20, 2024

HOLDING, PAM, RUDDICK

CO-HEAD EQUITY

yes

01/2014

Jan 3, 2014

Nov 20, 2024

IRVING, WILLIAM, WOOD

PRESIDENT, DIRECTOR, HEAD OF FIDELITY ASSET MANAGEMENT SOLUTIONS

yes

01/2023

Jan 23, 2023

Nov 20, 2024

JOHNSON IV, EDWARD, CROSBY

ELECTED MANAGER

yes

04/2006

Apr 25, 2016

Nov 20, 2024

JOHNSON, ABIGAIL, PIERREPONT

ELECTED MANAGER

yes

05/1994

Apr 25, 2016

Nov 20, 2024

LANK, HARLEY, JAY

HEAD OF HIGH INCOME

yes

08/2019

Sep 30, 2019

Nov 20, 2024

MCGEE, MARTIN, TAGUE

CHIEF FINANCIAL OFFICER, DIRECTOR

yes

04/2020

Apr 29, 2020

Nov 20, 2024

MCGRAW, GERARD, JOHN

ELECTED MANAGER

yes

10/2014

Apr 25, 2016

Nov 20, 2024

NEFF, STEPHEN, CHARLES

ELECTED MANAGER

yes

04/2023

Jun 6, 2023

Nov 20, 2024

PARISEAULT, CHRISTIAN, GIRARD

HEAD OF INSTITUTIONAL PORTFOLIO MANAGERS, DIRECTOR

yes

12/2021

Jan 24, 2022

Nov 20, 2024

PERRY, KIMBERLY, LYN

Director

yes

04/2021

Apr 20, 2021

Nov 20, 2024

RIMMER, CHRISTOPHER, JOHN

HEAD OF ASSET MANAGEMENT FINANCE

yes

09/2018

Oct 29, 2018

Nov 20, 2024

WILENS, MICHAEL, ENGBER

ELECTED MANAGER

yes

10/2014

Apr 25, 2016

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

n/a

Asset manager

$5685B

yes

n/a

STRATEGIC ADVISERS LLC

n/a

National bd RIA

$1370B

yes

n/a

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

n/a

Former SEC adviser

$819B

yes

n/a

FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED

n/a

Asset manager

$33B

yes

n/a

FMR INVESTMENT MANAGEMENT (UK) LIMITED

n/a

Asset manager

$26B

yes

n/a

FIDELITY DIVERSIFYING SOLUTIONS LLC

n/a

Asset manager

$19B

yes

n/a

IMPRESA MANAGEMENT LLC

n/a

Asset manager

$13B

yes

n/a

BALLYROCK INVESTMENT ADVISORS LLC

n/a

Asset manager

$11B

yes

n/a

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

n/a

Mixed wealth

$9.4B

yes

n/a

FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED

n/a

Asset manager

$2.4B

yes

n/a

42 NORTH RESOURCE PARTNERS ADVISORS II LP

n/a

yes

n/a

42 NORTH RESOURCE PARTNERS ADVISORS LP

n/a

yes

n/a

AGILUS VENTURES ADVISORS IV LIMITED PARTNERSHIP

n/a

yes

n/a

ALIMONT VENTURES ADVISORS V LIMITED PARTNERSHIP

n/a

yes

n/a

AVON VENTURE ADVISORS FUND I LP

n/a

yes

n/a

AVON VENTURE ADVISORS FUND II LP

n/a

yes

n/a

DI CONSUMER ADVISORS FUND I LP

n/a

yes

n/a

DI OPPORTUNITY ADVISORS FUND LP

n/a

yes

n/a

DIGITAL BROKERAGE SERVICES LLC

n/a

yes

n/a

EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND II LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND III LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV-A LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND V LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND II LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND III LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VI LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VII LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VIII LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND 2021 LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND II LP

n/a

yes

n/a

F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND LP

n/a

yes

n/a

FIAM INDEX FUND GP, LLC

n/a

yes

n/a

FIAM INSTITUTIONAL FUNDS MANAGER, LLC

n/a

yes

n/a

FIDELITY BROKERAGE SERVICES LLC

n/a

yes

n/a

FIDELITY BUSINESS SERVICES INDIA PRIVATE LIMITED

n/a

yes

n/a

FIDELITY CONVERTIBLE ARBITRAGE FUND GP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

yes

Merrimack

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$348B

196

139

n/a

2024

Apr 10, 2025

$271B

192

137

n/a

2023

Mar 28, 2024

$219B

168

118

$4.9B

2022

Mar 30, 2023

$152B

199

152

$5.0B

2021

Mar 31, 2022

$182B

182

133

$4.8B

2020

Mar 31, 2021

$140B

171

120

$4.4B

2019

Mar 30, 2020

$103B

484

431

$4.8B

2018

Mar 29, 2019

$85B

450

395

$4.1B

2017

Mar 29, 2018

$78B

186

114

$3.8B

2016

Mar 28, 2017

$75B

164

122

n/a

$3.9B

2015

Mar 29, 2016

$62B

100

n/a

$2.1B

2014

Mar 27, 2015

$60B

111

n/a

$2.1B

2013

Mar 25, 2014

$42B

102

n/a

$2.1B

2012

Mar 27, 2013

$33B

115

103

n/a

$2.0B

2011

Mar 29, 2012

$40B

n/a

$1.7B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$348B

$271B

28.5%

$152B

31.7%

196

192