Mutual Fund

Fidelity Investments

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital, Equity, Fixed Income, Hedge Funds, Commodities, Crypto, ESG and Impact Investing, Infrastructure, Money Market, Alternative Investments, Cryptocurrency, High Income, Money Market Funds

Stage Focus
Early Stage, Growth, Late Stage, Buyout, Seed, Series A, Series B, Pre-IPO, Turnaround, Distressed, Pre-Seed

Geographical Focus
United States, United Kingdom, Canada, Germany, Hong Kong, Japan, Australia, Singapore, China, India, Brazil, France, Italy, United Arab Emirates, Spain, Mexico, South Korea, Saudi Arabia, South Africa, Russia

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Industrials
  • Real Estate
  • Materials
  • Telecommunications
  • Utilities
  • Media
  • Asset Management
  • Retail
  • Wealth Management
  • Investment Management
  • Mutual Funds
  • Transportation
  • Consumer Services
  • Basic Materials
  • Consumer Non-Durables
  • Financial Planning
  • Risk Management
  • Annuities
  • Stock Brokerage
  • Retirement Planning
  • Exchange-Traded Funds
  • Index Funds
  • IRAs
  • 401(k)s
  • 529 Plans

Investment Size:
1,000,000 to 1,000,000,000 USD

Investor Details Founded: 1946

Fidelity Investments is a leading American multinational financial services corporation headquartered in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers globally, overseeing approximately $5.9 trillion in discretionary assets under management as of March 31, 2025. Fidelity offers a comprehensive range of financial services, including investment management, asset management, risk management, stock brokerage, financial planning, wealth management, and retirement planning. Its diverse product offerings encompass annuities, mutual funds, exchange-traded funds, index funds, individual retirement accounts (IRAs), 401(k) plans, and 529 college savings plans. The company serves a broad clientele, including individual investors, employers, and institutions, with a workforce of over 77,000 employees across the United States, Ireland, and India. Under the leadership of CEO Abigail Johnson, Fidelity continues to innovate and expand its services, recently launching the Fidelity Trader+ platform to cater to the growing market of self-directed retail investors. This platform offers real-time analytics and customizable charts, reflecting Fidelity's commitment to meeting the evolving needs of its diverse customer base. Additionally, Fidelity has been actively involved in philanthropic initiatives, such as pledging $250 million to support underserved minority students through scholarships and mentorship programs, aiming to increase graduation rates and help students complete their education debt-free. This initiative underscores Fidelity's dedication to fostering economic mobility and addressing systemic barriers in education. With a rich history of growth and innovation, Fidelity Investments remains a prominent player in the financial services industry, continually adapting to the changing landscape to provide comprehensive solutions to its clients.

Requirements
  • Accredited investor status
  • Minimum investment of $1 million
  • Alignment with Fidelity's investment strategies and sectors
  • Minimum investment: $1,000,000
  • Maximum investment: $1,000,000,000
  • Minimum investment size: $1,000,000
  • Maximum investment size: $1,000,000,000
  • Geographical focus: United States, Canada, United Kingdom, Germany, France, Italy, Spain, Australia, Japan, China, India, Brazil, Mexico, South Korea, Singapore, Hong Kong, South Africa, Russia, Saudi Arabia, United Arab Emirates
  • Industries: Technology, Healthcare, Financial Services, Consumer Goods, Energy, Utilities, Telecommunications, Real Estate, Materials, Industrials, Consumer Services, Basic Materials, Consumer Non-Durables, Transportation, Retail
  • Industries: Financial Services, Investment Management, Asset Management, Risk Management, Stock Brokerage, Financial Planning, Wealth Management, Retirement Planning, Annuities, Mutual Funds, Exchange-Traded Funds, Index Funds, IRAs, 401(k)s, 529 Plans
Contact

[Official Website Hidden]

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Portfolio Companies
  • Uber Technologies
  • SpaceX
  • Airbnb
  • Stripe
  • Robinhood
  • Meta Platforms Inc.
  • Amazon.com Inc.
  • Apple Inc.
  • Microsoft Corporation
  • Alphabet Inc.
  • Tesla Inc.
  • Berkshire Hathaway Inc.
  • Johnson & Johnson
  • Visa Inc.
  • Procter & Gamble Co.
  • Fidelity Contrafund
  • Fidelity Magellan Fund
  • Fidelity 500 Index Fund
  • Fidelity Government Money Market Fund
  • Fidelity Government Cash Reserves
  • Fidelity Investments Money Market Funds Government Portfolio
  • Fidelity Investments
  • Fidelity Charitable
  • Fidelity Digital Asset Services
  • Fidelity Ventures
  • Fidelity Worldwide Investment
  • Fidelity International
  • Fidelity Stock Plan Services
  • Fidelity National Information Services
  • Fidelity National Financial
  • Fidelity Bank
  • Fidelity Life Association
  • Fidelity Investments Canada
  • Fidelity Investments Japan
  • Fidelity Investments Australia
  • Fidelity Magellan
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