FIDELITY BROKERAGE SERVICES LLC

Custodian · BOSTON, United States · SMITHFIELD, United States

Funds served: 62
Advisers served: 8
Gross assets on those funds: $8.69B
Client launches, 12 months: 27

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name FIDELITY BROKERAGE SERVICES LLC on an existing fund. For FIDELITY BROKERAGE SERVICES LLC: your clients' new funds. For everyone else: launches where FIDELITY BROKERAGE SERVICES LLC is the incumbent to beat.

27 launches in the last 12 months by advisers that already use FIDELITY BROKERAGE SERVICES LLC, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming FIDELITY BROKERAGE SERVICES LLC as custodian

GP GLOBAL EQUITY STRATEGIES, L.P.
GLOBAL ALPHA FUND, LP
SAVILE ROW DIVERSIFIER STRATEGIES FUND, LLC
TTC MULTI-STRATEGY FUND QP, LP
HYBRID EQUITY FUND, LP

All 62 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

TIEDEMANN ADVISORS, LLCNY · $31.01B
OXFORD FINANCIAL GROUP, LTDIN · $23.33B
GRESHAM PARTNERS, LLCIL · $13.8B
SIMON QUICK ADVISORS, LLCNJ · $9.01B
ALLEGHENY FINANCIAL GROUPPA · $5.59B
BAYSHORE CAPITALFL · $879.2M
DOLIVER ADVISORS, L.P.TX · $718.4M
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLCTN · $314.2M

Same group

FIDELITY CAPITAL MARKETS 5 funds
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC 3 funds
FIDELITY DIGITAL ASSETS, NATIONAL ASSOCIATION 2 funds
FIDELITY PRIME FINANCING, LLC 2 funds
FIDELITY CLEARING CANADA 1 funds
FIDELITY PRIME SERVICES 1 funds

Launches with the incumbent named

Every new fund the morning after it files, with the administrator, auditor and custodian its adviser already uses, from $39.99/month.

See plans

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.