STRATEGIC ADVISERS LLC
Adviser information for STRATEGIC ADVISERS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 269 |
|---|---|
| Investment Advisory/Research | 158 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 33 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2.0M | $792.6B |
| Non-Discretionary | 26 | $32.1B |
| Total | 2.0M | $824.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1.1M | $89.4B |
| HNW Individuals | 520,846 | $225.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 14 | $363.4B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8,817 | $108.7B |
| Charitable organizations | 12 | $32.6B |
| State or municipal gov entities | 102 | $5.2B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 375 | $159.6M |
| Other | <5 | $6.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)PROVIDER OF MODEL PORTFOLIOS |
|---|---|
| Compensation | % of AUMPERCENTAGE OF REVENUE FROM AFFILIATES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 668.6B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FIDELITY STRATEGIC DISCIPLINES | FIDELITY PERSONAL AND WORKPLACE ADVISORS |
| FIDELITY WEALTH SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS |
| FIDELITY MANAGED FIDFOLIOS | FIDELITY PERSONAL AND WORKPLACE ADVISORS |
Principal Office
245 SUMMER STREETBOSTON
MA
United States
Monday - Friday, 9AM - 5PM EST
Tel: 617-563-7000, Fax: None
Websites
www.reddit.com/u/fidelityinvestments
twitter.com/chet529/
www.facebook.com/chetcollegesavings
www.instagram.com/plynkinvest/
www.facebook.com/plynkinvest/
www.instagram.com/chet529/
www.youtube.com/c/fidelityinstitutional
www.linkedin.com/company/plynk-invest
www.linkedin.com/company/fidelity-investments
www.youtube.com/fidelityinvestments
twitter.com/plynkinvest/
www.tiktok.com/@fidelity
twitter.com/fidelitynews
www.linkedin.com/showcase/fidelity-institutional/
twitter.com/fidelitypolicy
www.facebook.com/chetlatino
www.instagram.com/fidelity
twitter.com/fidelityinst
www.twitter.com/fidelity
www.twitter.com/timmerfidelity
www.facebook.com/fidelityinvestments
www.reddit.com/r/fidelityinvestments
www.fidelity.com
Chief Compliance Officer
STEPHANIE BROWN
CHIEF COMPLIANCE OFFICER
ONE SPARTAN WAY
MERRIMACK
NH
United States
Tel:
603-791-1558
S****************@******M
(Full email address available in API data)
Regulatory Contact
JAMES GRYGLEWICZ
SENIOR VICE PRESIDENT ASSET MANAGEMENT COMPLIANCE
245 SUMMER STREET
BOSTON
MA
United States
Tel:
617-563-1641
J***************@******M
(Full email address available in API data)
Industry Affiliates
| 42 NORTH RESOURCE PARTNERS ADVISORS II LP | Sponsor, GP, manager of pooled investment vehicles |
| 42 NORTH RESOURCE PARTNERS ADVISORS LP | Sponsor, GP, manager of pooled investment vehicles |
| AGILUS VENTURES ADVISORS IV LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| ALIMONT VENTURES ADVISORS V LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| AVON VENTURE ADVISORS FUND I LP | Sponsor, GP, manager of pooled investment vehicles |
| AVON VENTURE ADVISORS FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| BALLYROCK INVESTMENT ADVISORS LLC | Other investment adviser, including financial planners |
| DI CONSUMER ADVISORS FUND I LP | Sponsor, GP, manager of pooled investment vehicles |
| DI OPPORTUNITY ADVISORS FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| DIGITAL BROKERAGE SERVICES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY | Insurance company or agency |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND III LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV-A LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND V LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND III LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VI LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VII LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VIII LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND 2021 LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND LP | Sponsor, GP, manager of pooled investment vehicles |
| FIAM INDEX FUND GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIAM INSTITUTIONAL FUNDS MANAGER, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIAM LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorPension consultant |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FIDELITY BUSINESS SERVICES INDIA PRIVATE LIMITED | Other investment adviser, including financial planners |
| FIDELITY CONVERTIBLE ARBITRAGE FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY CRET TRUSTEE LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY DIGITAL ASSET SERVICES, LLC | Trust company |
| FIDELITY DISTRIBUTORS COMPANY LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FIDELITY DIVERSIFYING SOLUTIONS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FIDELITY EVERGREEN PRIVATE CREDIT FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY FUNDS MANAGER II, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIDELITY FUNDS MANAGER, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIDELITY HEALTH INSURANCE SERVICES, LLC | Insurance company or agency |
| FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY | Commodity pool operator or commodity trading advisorTrust companyPension consultant |
| FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | Other investment adviser, including financial planners |
| FIDELITY INSURANCE AGENCY, INC. | Insurance company or agency |
| FIDELITY INVESTMENTS LIFE INSURANCE COMPANY | Insurance company or agency |
| FIDELITY JAPAN DATA CENTERS FUND GP LP | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY MANAGEMENT & RESEARCH (CANADA) ULC | Other investment adviser, including financial planners |
| FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FIDELITY MANAGEMENT TRUST COMPANY | Trust company |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Other investment adviser, including financial planners |
| FIDELITY PERSONAL TRUST COMPANY, FSB | Banking or thrift institutionTrust company |
| FIDELITY PRIME FINANCING | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIDELITY REAL ESTATE PARTNERS VI LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIDELITY STRATEGIC ADVISERS IRELAND, LIMITED | Other investment adviser, including financial planners |
| FIDELITY TOKYO 3 SERIES GP LP | Sponsor, GP, manager of pooled investment vehicles |
| FIDVEST US LLC | Insurance company or agency |
| FINE STRUCTURE VENTURES ADVISORS FUND I LP | Sponsor, GP, manager of pooled investment vehicles |
| FINE STRUCTURE VENTURES ADVISORS FUND II LP | Sponsor, GP, manager of pooled investment vehicles |
| FMR INVESTMENT MANAGEMENT (UK) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| GREEN PIER FINTECH LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| IMPRESA MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| KEZAR TRADING, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| NATIONAL FINANCIAL SERVICES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| SOTERIA REINSURANCE LTD. | Insurance company or agency |
| VOLCAP ADVISORS FUND I LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOHNSON IV, EDWARD, CROSBY | Individual | FMR LLC | ELECTED MANAGER | 04/2006 | |
| JOHNSON, ABIGAIL, PIERREPONT | Individual | FMR LLC | ELECTED MANAGER | 05/1994 | |
| WILENS, MICHAEL, ENGBER | Individual | FMR LLC | ELECTED MANAGER | 10/2014 | |
| MCGRAW, GERARD, JOHN | Individual | FMR LLC | ELECTED MANAGER | 10/2014 | |
| GRYGLEWICZ, JAMES, DAVID | Individual | – | COMPLIANCE OFFICER | 09/2015 | < 5% |
| ENYEART, PETER, BRIAN | Individual | – | PRESIDENT, DIRECTOR | 07/2013 | < 5% |
| FIDELITY ADVISORY HOLDINGS LLC | Domestic Entity | – | MEMBER | 03/2018 | > 75% |
| COYNE, DAVID, BUTLER | Individual | – | ELECTED MANAGER | 03/2018 | < 5% |
| FMR LLC | Domestic Entity | FIDELITY ADVISORY HOLDINGS LLC | MEMBER | 03/2018 | > 75% |
| RIMMER, CHRISTOPHER, JOHN | Individual | – | HEAD OF ASSET MANAGEMENT FINANCE, TREASURER | 09/2018 | < 5% |
| CARON, STEPHANIE, ANNE | Individual | – | CHIEF OPERATING OFFICER | 02/2019 | < 5% |
| STONE, JOHN, ANDREW | Individual | – | CHIEF INVESTMENT OFFICER | 01/2022 | < 5% |
| BROWN, STEPHANIE, JEAN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
| COMPSON, RICHARD, GRAY | Individual | – | DIRECTOR | 02/2023 | < 5% |
| NEFF, STEPHEN, CHARLES | Individual | FMR LLC | ELECTED MANAGER | 04/2023 | |
| PENA, CATHERINE, LOUISE | Individual | – | CHIEF INVESTMENT OFFICER | 01/2023 | < 5% |