FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED

Latest filing: Jun 28, 2024 (124 days ago)

AUM

$24,407,640,787
14% change vs. 1 year ago
9% change vs. 3 years ago
59% change vs. 5 years ago
176% change vs. 10 years ago

Employee Count

60
5% change vs. 1 year ago
-8% change vs. 3 years ago
7% change vs. 5 years ago
13% change vs. 10 years ago

Main Office

HONG KONG,
FLOOR 19, NEXXUS BUILDING, HONG KONG, , HONG KONG

Client AUM

Discretion AUM
Discretionary $24.4
Non-Discretionary $0.0
Total $24.4
Client AUM
Retail $0.0
Pooled $24.4
Institutional $0.0
Total $24.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC $3,964.4 108281
STRATEGIC ADVISERS LLC $824.7 104555
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC $818.8 288590
FIAM LLC $219.2 133196
FMR INVESTMENT MANAGEMENT (UK) LIMITED $14.7 108273
IMPRESA MANAGEMENT LLC $11.8 168741
BALLYROCK INVESTMENT ADVISORS LLC $6.5 115324
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC $3.9 301896
FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED $2.8 148239
FIDELITY DIVERSIFYING SOLUTIONS LLC $2.6 315088
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VI LP $0.0 -
ALIMONT VENTURES ADVISORS V LIMITED PARTNERSHIP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV LP $0.0 -
FIDELITY INVESTMENTS LIFE INSURANCE COMPANY $0.0 -
FINE STRUCTURE VENTURES ADVISORS FUND II LP $0.0 -
DI OPPORTUNITY ADVISORS FUND LP $0.0 -
SOTERIA REINSURANCE LTD. $0.0 -
42 NORTH RESOURCE PARTNERS ADVISORS LP $0.0 -
FIDELITY PRIME FINANCING, LLC $0.0 broker-dealer 299736
FIDELITY MANAGEMENT TRUST COMPANY $0.0 trust company -
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY $0.0 trust company -
FIDELITY CONVERTIBLE ARBITRAGE FUND GP LLC $0.0 -
42 NORTH RESOURCE PARTNERS ADVISORS II LP $0.0 -
VOLCAP ADVISORS FUND I LIMITED PARTNERSHIP $0.0 -
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VII LP $0.0 -
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND II LP $0.0 -
FIDELITY MANAGEMENT & RESEARCH (CANADA) ULC $0.0 -
FIDELITY STRATEGIC ADVISERS IRELAND, LIMITED $0.0 -
FIDELITY BROKERAGE SERVICES LLC $0.0 broker-dealer 7784
FIDELITY PERSONAL TRUST COMPANY, FSB $0.0 trust company -
EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY $0.0 -
FIDELITY INSURANCE AGENCY, INC. $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND IV-A LP $0.0 -
FIAM INSTITUTIONAL FUNDS MANAGER, LLC $0.0 -
GREEN PIER FINTECH LLC $0.0 broker-dealer 313305
FIDELITY DISTRIBUTORS COMPANY LLC $0.0 broker-dealer 17507
FIAM INDEX FUND GP, LLC $0.0 -
FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND II GP LLC $0.0 -
FIDELITY PRIVATE EQUITY MULTI-STRATEGY FUND GP LLC $0.0 -
FIDELITY JAPAN DATA CENTERS FUND GP LP $0.0 -
FIDELITY CRET TRUSTEE LLC $0.0 -
F-PRIME CAPITAL PARTNERS LIFE SCIENCES ADVISORS FUND VIII LP $0.0 -
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND III LP $0.0 -
FIDELITY EVERGREEN PRIVATE CREDIT FUND GP LLC $0.0 -
FIDELITY FUNDS MANAGER II, LLC $0.0 -
FIDELITY TOKYO 3 SERIES GP LP $0.0 -
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND LP $0.0 -
FIDELITY REAL ESTATE PARTNERS VI LLC $0.0 -
AGILUS VENTURES ADVISORS IV LIMITED PARTNERSHIP $0.0 -
FIDELITY BUSINESS SERVICES INDIA PRIVATE LIMITED $0.0 -
FIDELITY FUNDS MANAGER, LLC $0.0 -
AVON VENTURE ADVISORS FUND II LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND V LP $0.0 -
FIDELITY HEALTH INSURANCE SERVICES, LLC $0.0 -
DI CONSUMER ADVISORS FUND I LP $0.0 -
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND II LP $0.0 -
DIGITAL BROKERAGE SERVICES LLC $0.0 broker-dealer 308213
FIDELITY DIGITAL ASSET SERVICES, LLC $0.0 trust company -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND II LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND LP $0.0 -
FIDVEST US LLC $0.0 -
AVON VENTURE ADVISORS FUND I LP $0.0 -
F-PRIME CAPITAL PARTNERS HITS ADVISORS FUND LP $0.0 -
KEZAR TRADING, LLC $0.0 broker-dealer 171752
NATIONAL FINANCIAL SERVICES LLC $0.0 broker-dealer 13041
FINE STRUCTURE VENTURES ADVISORS FUND I LP $0.0 -
F-PRIME CAPITAL PARTNERS TECH ADVISORS FUND 2021 LP $0.0 -
F-PRIME CAPITAL PARTNERS HEALTHCARE ADVISORS FUND III LP $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

14 active

Name Title
LECORNU, SHARON, YAU EXECUTIVE DIRECTOR
TYERMAN, ADRIAN, JAMES COMPLIANCE OFFICER
SHANLEY III, WILLIAM, FRANCIS DIRECTOR
JOHNSON, ABIGAIL, PIERREPONT ELECTED MANAGER
JOHNSON IV, EDWARD, CROSBY ELECTED MANAGER
WILENS, MICHAEL, ENGBER ELECTED MANAGER
MCGRAW, GERARD, JOHN ELECTED MANAGER
RIMMER, CHRISTOPHER, JOHN HEAD OF ASSET MANAGEMENT FINANCE, TREASURER
BROWN, STEPHANIE, JEAN CHIEF COMPLIANCE OFFICER
CAREY, MARGARET, ANN CHIEF LEGAL OFFICER
NEFF, STEPHEN, CHARLES ELECTED MANAGER
LENTON, JAMES, CHRISTOPHER DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $24.4 $0.0 0% 60 0 0%
2024-04-02 $24.4 $0.0 0% 60 0 0%
2023-04-04 $21.4 $3.0 14% 57 3 5%
2022-04-01 $19.1 $5.4 28% 62 -2 -3%
2021-04-05 $22.3 $2.1 9% 65 -5 -8%
2020-04-01 $16.6 $7.8 47% 57 3 5%
2019-04-01 $15.3 $9.1 59% 56 4 7%
2018-04-02 $18.3 $6.1 33% 68 -8 -12%
2017-04-01 $12.3 $12.1 98% 66 -6 -9%
2016-04-01 $11.1 $13.3 120% 67 -7 -10%
2015-04-01 $8.3 $16.1 192% 71 -11 -15%
2014-04-01 $8.8 $15.6 176% 53 7 13%
2013-04-01 $7.7 $16.7 218% 45 15 33%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV