FormDSignal

FIDELITY BROKERAGE SERVICES LLC

Prime broker · SMITHFIELD, United States · NEW YORK, United States

Funds served
6
Advisers served
3
Gross assets on those funds
$8.44B
Client launches, 12 months
9

Form D launches by this prime broker'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.

9 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 prime broker

  • SABA CAPITAL MASTER FUND, LTD.
  • GP GLOBAL EQUITY STRATEGIES, L.P.
  • BAYSHORE PARTNERS FUND II, LP
  • BAYSHORE PARTNERS FUND III, LP
  • BCA PARTNERS FUND, LP

All 6 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.