FIDELITY INVESTMENTS
Custodian · NEWPORT BEACH, United States
- Funds served
- 4
- Advisers served
- 1
- Gross assets on those funds
- $283.1M
- Client launches, 12 months
- 7
Form D launches by this custodian's clients
Fund vehicles filed on EDGAR in the last 12 months by advisers that name FIDELITY INVESTMENTS on an existing fund. For FIDELITY INVESTMENTS: your clients' new funds. For everyone else: launches where FIDELITY INVESTMENTS is the incumbent to beat.
7 launches in the last 12 months by advisers that already use FIDELITY INVESTMENTS, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming FIDELITY INVESTMENTS as custodian
- REDWOOD-KAIROS REAL ESTATE VALUE FUND VIII, LP
- REDWOOD-KAIROS REAL ESTATE VALUE FUND VI, LP
- REDWOOD-KAIROS REAL ESTATE VALUE FUND VI-B, LP
- REDWOOD-KAIROS REAL ESTATE VALUE FUND VIII-B, LP
All 4 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock
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.