Data / Investment advisers / Massachusetts / Fidelity Diversifying Solutions LLC
Fidelity Diversifying Solutions LLC, Boston, MA: $18.9 billion AUM, SEC registered investment adviser
Fidelity Diversifying Solutions LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $18.9 billion in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include investment companies, pooled investment vehicles and business development companies. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 315088
- SEC file number
- 801-122572
- SEC status
- Approved, effective October 29, 2021
- Main office
- 245 Summer Street, Boston, MA 02210
- Phone
- (617) 563-7000
- Regulatory AUM
- $18,878,085,695 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $18,878,085,695
- Accounts
- 38
- Employees
- 44, of which 44 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 12: 6 hedge funds, 3 private equity funds, 2 other private funds, 1 real estate fund
- Gross assets of private funds
- $5,149,853,274
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 23 | $9.99 billion |
| Pooled investment vehicles | 10 | $4.81 billion |
| Business development companies | 2 | $3.14 billion |
| Pension and profit sharing plans | Fewer than 5 | $480.3 million |
| Charitable organizations | Fewer than 5 | $102.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $18.88 billion | March 31, 2026 |
| December 1, 2025 | $9.66 billion | September 3, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Charlesbank Capital Partners, LLC | Boston | $21.06 billion | 50 | adviserinfo.sec.gov |
| Audax Private Equity | Boston | $20.12 billion | 38 | adviserinfo.sec.gov |
| Rwa Wealth Partners | Boston | $19.80 billion | Not listed | adviserinfo.sec.gov |
| Berkshire Property Advisors, LLC | Boston | $19.24 billion | 4 | adviserinfo.sec.gov |
| Great Hill Partners | Boston | $18.99 billion | 50 | adviserinfo.sec.gov |
| Mackenzie Investments | Boston | $18.07 billion | 8 | adviserinfo.sec.gov |
| Merganser Capital Management, LLC | Boston | $17.66 billion | 4 | adviserinfo.sec.gov |
| Ra Capital Management, LP | Boston | $16.40 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Fidelity Diversifying Solutions LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.