FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED

RIASEC RegisteredEst. 2008

Total AUM

$32.5B

Discretionary

$32.5B

100% of AUM

Avg account

$723M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 148045
Registered since: September 8, 2008
Website: www.fidelity.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies77.5%
Pooled Investment Vehicles22.5%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fidelity Management & Research (Hong Kong) Limited is the Hong Kong affiliate of the Fidelity investment organization that operates primarily for institutional clients. Registered as an adviser in 2008, the entity functions in both asset-management and commodity/trading capacities (listed as a CPO/CTA) and provides portfolio management to investment companies, pooled investment vehicles and institutional businesses. Its commercial model uses percentage-of-AUM and performance-based fee schedules. The firm is not identified as an active ESG investor and appears structured for institutional mandates rather than retail relationships. Reported industry connections span broker-dealer, banking and trust, insurance, and sponsor/GP roles, indicating involvement across both investment management and vehicle formation/operation.