FIAM LLC

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Assets, Funds, Holdings

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CAFR Data
FIAM LLC
CRD #133196
SEC #801-63658
CIK #1385495
AUM $84.6 BB (100% Disc, 83% US)
Employees450 (88% Investors, 77% Brokers)
Phone617-563-7000
Address900 Salem Street
Smithfield, RI 02917
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
856851341702002200820142021
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other FIAM Global Allocation LP [2018-06-29] 1,071.5 947.6
Other FIAM Total Endowment Fund LP [2017-11-07] 90.3 79.1
Other FIAM Global Concentrated Unconstrained Fund LP [2016-07-15] 80.5 73.1
Other FIAM Global Low Volatility Equity Fund LP [2016-07-15] 303.5 264.9
Other FIAM Global Credit Ex-Us Hedged Fund LP [2014-09-30] 97.3 93.2
Other FIAM Tactical Bond Fund LP [2014-06-18] 140.2 121.7
Other FIAM Leveraged Loan Fund LP [2013-11-18] 361.5 335.4
Other Fidelity Real Estate Opportunistic Income Fund LP [2013-07-15] 380.0 374.5
HF Pyramis Global Health Care Long/Short Fund LP [2012-10-15] 72.5 66.3
Other FIAM Emerging Markets All Cap Fund LP [2012-10-02] 164.7 169.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Evan Burtton 40 31
Scott Dakers 43 28
Louis Russo 5 2
Judy Marlinski 15 1
Scott Couto 13 1
Douglas Moore 11 1
William Dailey 9 1
Joseph Nedder 8 1
Kevin Uebelein 2 1
Young Chin 1 1
Related Firms State AUM ($BB)
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MA 918.9
Fidelity Investments Money Management Inc
MA 868.5
Strategic Advisers LLC
MA 344.1
Fidelity Management & Research Company
MA 339.0
Fidelity Personal and Workplace Advisors LLC
MA 338.0
FIAM LLC
RI 84.6
FMR Investment Management UK Limited
20.3
Fidelity Management & Research Hong Kong Limited
15.3
Fidelity Management & Research Japan Limited
4.0
Ballyrock Investment Advisors LLC
MA 0.8
Fidelity Selectco LLC
CO 0.0
Fidelity Institutional Wealth Adviser LLC
MA 0.0
Comparable Firms State AUM ($BB)
Harris Associates LP
IL 107.4
Eaton Vance Management
MA 103.0
Artisan Partners Limited Partnership
WI 97.1
First Eagle Investment Management LLC
NY 92.7
Boston Partners Global Investors Inc
NY 88.6
HSBC Global Asset Management USA Inc
NY 75.2
HSBC Global Asset Management Hong Kong Limited
74.7
Brandywine Global Investment Management LLC
PA 73.8
HSBC Global Asset Management UK Limited
70.6
BlackRock Capital Management Inc
DE 62.8
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