Fidelity Gestion (Paris)

Name: Fidelity Gestion
Address: Washington Plaza, Paris, 75008
Telephone: 00-331-73-04-3000

Fidelity Gestion is a large advisory firm based in Paris. It manages $3.53 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2004.

Fidelity Gestion provides portfolio management for investment companies and 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 Gestion: assets under management

The assets under management (AUM) of Fidelity Gestion is $3.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fidelity Gestion for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity Gestion

Michael Charles Gordon has served as the Chief Investment Officer since 1 Sep 2005. Barbara Ann Stock joined the executive team most recently as the Head Of Global Oversight, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fidelity Investissements S.A.S	Shareholder	1 Jun 2002	75% - 100%	foreign
Donatienne Chapelain	Local compliance officer	1 Feb 2003	Other	4859101
Beatrice Gosserez	Chief legal officer	1 Feb 2003	Other	4859106
Jean Eric Mercier	Managing director, president	1 Aug 2003	Other	4859108
David Ganozzi	Managing director	1 Dec 2003	Other	4859107
Barbara Ann Stock	Head of global oversight, chief compliance officer	1 Dec 2004	Other	4702921
Michael Charles Gordon	Chief investment officer	1 Sep 2005	Other	4703944

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Edward Crosby Johnson 3d	Shareholder	1 Sep 1990	25% - 50%	1367269
L.P. Pandanus Partners	Shareholder (class b common stock)	1 Sep 1990	25% - 50%	75-2347466
Inc. Pandanus Associates	General partner	1 Sep 1990	Other	75-2349783
Edward C. Johnson 3d Trust No. 2	Limited partner	1 Sep 1990	25% - 50%	04-6454764
Brown Brothers Harriman Trust Co. Of Texas	Trustee	1 Sep 1990	Other	13-4973745
Fidelity International Limited	Shareholder	1 Mar 1993	25% - 50%	foreign
Fidelity Investment Management Limited	Shareholder	1 Jun 1994	75% - 100%	foreign

Based in Paris

The principal office where Fidelity Gestion performs its advisory services is located at Washington Plaza, Paris, 75008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 00-331-73-04-3000 or by fax 00-331-73-04-3603. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at www.fidelity.fr.