Fidelity Investors Management, LLC (Boston)

Fidelity Investors Management, LLC is a large advisory firm based in Boston. It manages $1.48 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Fidelity Investors Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Investors Management: assets under management

The assets under management (AUM) of Fidelity Investors Management, LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.21 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity Investors Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity Investors Management, LLC

Edward Crosby Johnson has been acting as President since 1 May 1998. Kenneth Alan Rathgeber joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Crosby Johnson	Director/chairman of the board	1 May 1998	Other	1492513
James C Curvey	Director	1 May 1998	Other	2293087
Timothy T Hilton	Director	1 May 1998	Other	4380805
Donald Slade Heaton	Chief financial officer/vice president	1 May 1998	Other	2195168
John J Remondi	Chief executive officer/president	1 May 1998	Other	4348172
David Charles Weinstein	Vice president	1 May 1998	Other	3109568
Jay Freedman	Secretary	1 May 1998	Other	2762408
Susan Englander Hislop	Assistant secretary	1 May 1998	Other	4348182
Abigail Pierrepont Johnson	Shareholder	1 May 1998	Other	4340399
Susan Englander Sturdy	Assistant secretary	1 May 1998	Other	4348182
Gary Greenstein	Vice president	1 Apr 2000	Other	2762409
Peter Svorinic	Compliance officer	1 May 2001	Other	1403501
Andrew D Flaster	Vice president	1 Nov 2001	Other	4519550
Robert C Ketterson	Vice president	1 Nov 2001	Other	1963670
Kevin James Kelly	Senior vice president	1 Nov 2001	Other	1063865
Kevin James Kelly	Director	1 Apr 2002	Other	1063865
Robert Anthony Lawrence	Director	1 Apr 2002	Other	1718925
John Richard Corcoran	Compliance officer	1 Sep 2002	Other	2042260
Robert M Gervis	President	1 Sep 2003	Other	4347068
John J Remondi	Shareholder	1 Sep 2003	Other	4348172
Mark Ferrari	Svp & cfo	1 May 2004	Other	4805553
Scott Hagg	Treasurer	1 May 2004	Other	4806924
Kenneth Alan Rathgeber	Chief compliance officer	1 Oct 2004	Other	2400619

Based in Boston

The principal office where Fidelity Investors Management, LLC performs its advisory services is located at 100 Summer Street, 7 Th Floor, Boston, MA 02109 The mailing address of the firm is 200 Liberty Street, New York, NY 10281. It doesn’t run an office outside of the United States.