Data / Investment advisers / Massachusetts / Fiduciary Trust International, LLC
Fiduciary Trust International, LLC, Lincoln, MA: $7.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fiduciary Trust International, LLC is an SEC registered investment adviser with its main office in Lincoln, Massachusetts and reports $7.7 billion in regulatory assets under management in its Form ADV filed December 22, 2025. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 7 private funds.
The request: Watch Fiduciary Trust International, LLC (CRD number 124062): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 124062
- SEC file number
- 801-62001
- SEC status
- Approved, effective April 17, 2003
- Main office
- 55 Old Bedford Rd Suite 302, Lincoln, MA 01773
- Phone
- (781) 274-9300
- Regulatory AUM
- $7,670,582,308 in the Form ADV filed December 22, 2025
- Discretionary AUM
- $7,120,715,835
- Non discretionary AUM
- $549,866,473
- Accounts
- 483
- Employees
- 50, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 7: 6 other private funds, 1 hedge fund
- Gross assets of private funds
- $695,733,434
- Other offices
- 3
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 22, 2025
- 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 |
|---|---|---|
| High net worth individuals | 62 | $6.02 billion |
| Pooled investment vehicles | 7 | $695.7 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 |
|---|---|---|
| January 2, 2026 | $7.67 billion | December 22, 2025 |
| December 1, 2025 | $6.32 billion | February 10, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cambridge Associates Limited, LLC | Boston | $8.20 billion | Not listed | adviserinfo.sec.gov |
| Proficio Capital Partners LLC | Newton | $8.17 billion | 8 | adviserinfo.sec.gov |
| Crestwood Advisors | Boston | $8.02 billion | Not listed | adviserinfo.sec.gov |
| BV Investment Partners, L.P. | Boston | $7.94 billion | 10 | adviserinfo.sec.gov |
| Wgi DM, LLC | Boston | $7.78 billion | 2 | adviserinfo.sec.gov |
| Eventide Asset Management, LLC | Boston | $7.38 billion | 2 | adviserinfo.sec.gov |
| Spectrum Equity | Boston | $7.32 billion | 32 | adviserinfo.sec.gov |
| Silversmith Capital Partners | Boston | $7.16 billion | 24 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Fiduciary Trust International, LLC on the SEC's adviser search
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.