FIDELITY MANAGEMENT & RESEARCH COMPANY LLC · Tank Allocator Loader

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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

UUID4cb6f0db-0739-598a-bb71-739c4c982495

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:33

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	108281	108281	—	1.0
cik	0000035368	35368	—	—
lei	5493001Z012YSB2A0K51	5493001Z012YSB2A0K51	—	—
sec_file_number	801-7884	801-7884	—	—

Profile

Websitehttps://www.linkedin.com/showcase/fidelity-for-institutional-investors

HQ CityBOSTON

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)4,730,738,518,487.0
RAUM (discretionary)4,730,738,518,487.0
Actionable assets4,726,906,129,991.0
Accounts36,290.0

Institutional Clients

Government AUM46,858,300,561.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM21,826,472,264.0

As of 2025-06-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BROWN, STEPHANIE, JEAN	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013794", "owner_id": "7690144", "source": "adv_part1", "table": "Schedule_A_B"}
ENYEART, PETER, BRIAN	CO-HEAD OF EQUITY	OFFICER	—	{"filing_id": "2013794", "owner_id": "5882159", "source": "adv_part1", "table": "Schedule_A_B"}
FMR LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2013794", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FOLEY, ROBIN, LEE	HEAD OF FIXED INCOME	OFFICER	—	{"filing_id": "2013794", "owner_id": "1833702", "source": "adv_part1", "table": "Schedule_A_B"}
GRENIER, BART, ALEXANDER	PRESIDENT, HEAD OF ASSET MANAGEMENT	OFFICER	—	{"filing_id": "2013794", "owner_id": "4451384", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON IV, EDWARD, CROSBY	ELECTED MANAGER	OFFICER	—	{"filing_id": "2013794", "owner_id": "5305256", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON, ABIGAIL, PIERREPONT	CHAIRMAN OF THE BOARD, DIRECTOR	OFFICER	—	{"filing_id": "2013794", "owner_id": "4340399", "source": "adv_part1", "table": "Schedule_A_B"}
LANK, HARLEY, JAY	HEAD OF HIGH INCOME	OFFICER	—	{"filing_id": "2013794", "owner_id": "4451403", "source": "adv_part1", "table": "Schedule_A_B"}
NEFF, STEPHEN, CHARLES	ELECTED MANAGER	OFFICER	—	{"filing_id": "2013794", "owner_id": "7048247", "source": "adv_part1", "table": "Schedule_A_B"}
REILLY, MELISSA, MARIE	CO-HEAD OF EQUITY	OFFICER	—	{"filing_id": "2013794", "owner_id": "2625125", "source": "adv_part1", "table": "Schedule_A_B"}
RIMMER, CHRISTOPHER, JOHN	HEAD OF ASSET MANAGEMENT FINANCE, TREASURER	OFFICER	—	{"filing_id": "2013794", "owner_id": "4770358", "source": "adv_part1", "table": "Schedule_A_B"}
WILENS, MICHAEL, ENGBER	ELECTED MANAGER	OFFICER	—	{"filing_id": "2013794", "owner_id": "5653418", "source": "adv_part1", "table": "Schedule_A_B"}
GOUVEIA, CHRISTOPHER, MICHAEL	COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2013794", "owner_id": "7690152", "source": "adv_part1", "table": "Schedule_A_B"}
LYNCH, PETER, SIMON	VICE CHAIRMAN, DIRECTOR	EMPLOYEE	—	{"filing_id": "2013794", "owner_id": "1964598", "source": "adv_part1", "table": "Schedule_A_B"}
MACARCHUK, NICOLE, JANE	SENIOR VICE PRESIDENT, SECRETARY, CHIEF LEGAL OFFICER	EMPLOYEE	—	{"filing_id": "2013794", "owner_id": "5905428", "source": "adv_part1", "table": "Schedule_A_B"}
Pogorelec, Jason, Philip	COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2013794", "owner_id": "7269504", "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 02:24:33 • csv
```
{
  "date_submitted": "09/03/2025 11:52:50 AM",
  "filing_id": "2013794",
  "reg_type": "IA"
}
```