Clients
FMR Investment Management (uk) Limited serves 42 clients, 29 of them investment companies. The average client has about $615 million with the firm.
- Investment companies29 clients42%
- Pooled investment vehicles13 clients50%
- Other investment advisers9%
- Other0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 29 | $10,737,866,102 | 41.6% | $370.3M |
| Pooled investment vehicles | 13 | $12,814,086,346 | 49.6% | $985.7M |
| Other investment advisers | Not reported | $2,266,064,738 | 8.8% | — |
| Other | Not reported | $6,741,694 | 0.0% | — |
| Total | 42 | $25,824,758,880 | 100% | $614.9M |
- Clients
- 29
- Regulatory AUM
- $10,737,866,102
- Share
- 41.6%
- Avg. per client
- $370.3M
- Clients
- 13
- Regulatory AUM
- $12,814,086,346
- Share
- 49.6%
- Avg. per client
- $985.7M
- Clients
- Not reported
- Regulatory AUM
- $2,266,064,738
- Share
- 8.8%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $6,741,694
- Share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 42
- Regulatory AUM
- $25,824,758,880
- Share
- 100%
- Avg. per client
- $614.9M
What it does
FMR Investment Management (uk) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets, fixed fees, commissions and other arrangements.
FMR Investment Management (uk) Limited advises 4 private funds.
100.0% of assets ($25.82B across 82 accounts) are managed with discretion. 9% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds97%
- Investment grade corporate bonds81%
- High-yield corporate bonds9%
- Sovereign bonds5%
- U.S. government and agency bonds2%
- Other2%
- Derivatives2%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
FMR Investment Management (uk) Limited’s client accounts are held mainly at The Northern Trust, with 6% of managed assets, and Brown Brothers Harriman &, with 2%. FMR Investment Management (uk) Limited has custody of $219.0M for 2 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $1.62B6%
- Brown Brothers Harriman &Brown Brothers Harriman & Co. · New York, NY · $492.6M2%
- All other custodians$23.71B92%
Ownership and leadership
Fidelity Management & Research Company LLC owns 75% or more of FMR Investment Management (uk) Limited, and Karoline Rosenberg is its CEO.
- Owns 75% or more of FMR Investment Management (uk) Limited
Fidelity Management & Research Company LLC
Control person · since May 2017
- Owns 75% or more of Fidelity Management & Research Company LLC
FMR LLC
Control person · since July 1986
Abigail Johnson
Elected manager · Control person · since May 1994
Edward Johnson IV
Elected manager · Control person · since April 2006
Michael Wilens
Elected manager · Control person · since October 2014
Stephen Neff
Elected manager · Control person · since April 2023
Leadership
- Karoline RosenbergCo-Chief Executive Officer, Director
- Stephanie BrownChief Compliance Officer
- Bryan ComtoisCompliance Officer
- Mark FlahertyCo-Chief Exective Officer, Director
- Kyle JohnsonDirector
- Nicole MacarchukChief Legal Officer
- Jean-Philippe ProvostDirector
- Victoria RedgraveDirector
- Christopher RimmerDirector
Staff
- 119 employees
- 79 in advisory functions
Fees
FMR Investment Management (uk) Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees), commissions and other.
FMR Investment Management (uk) Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, FMR Investment Management (uk) Limited has 0 offices, with 1 listed address with no US state reported.
Other business names
FMR Investment Management (uk) Limited has reported 1 other business name to the SEC.
- Fidelity Investments
Registration details
- Legal name
- FMR Investment Management (uk) Limited
- Headquarters
- 25 Cannon Street, London, United Kingdom EC4M 5SB
- Phone
- 4402071843500
- Website
- Not reported
- SEC file
- 801-28773
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does FMR Investment Management (uk) Limited have?
FMR Investment Management (uk) Limited has 42 clients and manages $25.8 billion for them, as of June 2026. They include 29 investment companies and 13 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does FMR Investment Management (uk) Limited offer?
FMR Investment Management (uk) Limited provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does FMR Investment Management (uk) Limited use?
FMR Investment Management (uk) Limited’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $1,624,297,324 and Brown Brothers Harriman & Co. (New York, NY), with $492,645,084. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does FMR Investment Management (uk) Limited have?
FMR Investment Management (uk) Limited has 0 investment adviser representatives registered with state securities authorities, out of 119 employees, and 79 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FMR Investment Management (uk) Limited invest in?
At the end of its last fiscal year, FMR Investment Management (uk) Limited’s separately managed accounts held 81% investment grade corporate bonds, 9% high-yield corporate bonds, 5% sovereign bonds, 2% U.S. government and agency bonds and 2% derivatives. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FMR Investment Management (uk) Limited?
FMR Investment Management (uk) Limited’s direct owner is Fidelity Management & Research Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does FMR Investment Management (uk) Limited get paid?
FMR Investment Management (uk) Limited is paid through a percentage of assets under management, fixed fees, commissions and other arrangements. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file