STRATEGIC ADVISERS LLC · Tank Allocator Loader

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STRATEGIC ADVISERS LLC

UUID09864b42-16ef-530c-99a6-686510cf94f9

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	104555	104555	—	1.0
cik	0001026420	1026420	—	—
lei	5493007OHNIWYDN8JF76	5493007OHNIWYDN8JF76	—	—
sec_file_number	801-13243	801-13243	—	—

Profile

Websitehttps://www.reddit.com/u/fidelityinvestments

HQ CityBOSTON

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)1,067,664,605,590.0
RAUM (discretionary)1,027,285,106,259.0
Actionable assets936,945,066,190.0
Accounts2,486,631.0

Institutional Clients

Government AUM6,267,008,337.0
Pension AUM129,694,224,900.0
Charitable AUM40,939,503,610.0
HNW AUM308,028,862,186.0

As of 2025-05-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BROWN, STEPHANIE, JEAN	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015034", "owner_id": "7690144", "source": "adv_part1", "table": "Schedule_A_B"}
COMPSON, RICHARD, GRAY	DIRECTOR	OFFICER	—	{"filing_id": "2015034", "owner_id": "5227148", "source": "adv_part1", "table": "Schedule_A_B"}
DOGAN, KERI, S	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2015034", "owner_id": "5228110", "source": "adv_part1", "table": "Schedule_A_B"}
FIDELITY ADVISORY HOLDINGS LLC	MEMBER	OFFICER	—	{"filing_id": "2015034", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FMR LLC	MEMBER	OFFICER	—	{"filing_id": "2015034", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GRENIER, BART, ALEXANDER	DIRECTOR	OFFICER	—	{"filing_id": "2015034", "owner_id": "4451384", "source": "adv_part1", "table": "Schedule_A_B"}
IRVING, WILLIAM, WOOD	PRESIDENT, DIRECTOR	OFFICER	—	{"filing_id": "2015034", "owner_id": "6558831", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON IV, EDWARD, CROSBY	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015034", "owner_id": "5305256", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON, ABIGAIL, PIERREPONT	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015034", "owner_id": "4340399", "source": "adv_part1", "table": "Schedule_A_B"}
NEFF, STEPHEN, CHARLES	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015034", "owner_id": "7048247", "source": "adv_part1", "table": "Schedule_A_B"}
PENA, CATHERINE, LOUISE	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2015034", "owner_id": "7837650", "source": "adv_part1", "table": "Schedule_A_B"}
RIMMER, CHRISTOPHER, JOHN	HEAD OF ASSET MANAGEMENT FINANCE, TREASURER	OFFICER	—	{"filing_id": "2015034", "owner_id": "4770358", "source": "adv_part1", "table": "Schedule_A_B"}
STONE, JOHN, ANDREW	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2015034", "owner_id": "2158881", "source": "adv_part1", "table": "Schedule_A_B"}
WILENS, MICHAEL, ENGBER	ELECTED MANAGER	OFFICER	—	{"filing_id": "2015034", "owner_id": "5653418", "source": "adv_part1", "table": "Schedule_A_B"}
GRYGLEWICZ, JAMES, DAVID	COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2015034", "owner_id": "6383238", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/10/2025 04:10:49 PM",
  "filing_id": "2015034",
  "reg_type": "IA"
}
```