Fidelity
Fidelity Investments is one of the world's largest and most diversified financial services companies, founded in 1946 and privately held by the Johnson family. Headquartered in Boston, Massachusetts, Fidelity manages approximately $14 trillion in assets on behalf of millions of individual investors, financial advisors, and institutional clients across the United States and globally. The firm offers a comprehensive suite of investment products and services spanning mutual funds, ETFs, retirement accounts, brokerage services, workplace benefits, and an increasingly important alternative investment platform serving both institutional and individual investors.
Fidelity's alternative investment capabilities have grown significantly in recent years, encompassing private equity, private credit, hedge funds, real assets, and infrastructure strategies through its Fidelity Alternatives platform. The firm has developed registered private credit fund structures accessible to individual investors, including the Fidelity Private Credit Fund, which provides accredited and qualified purchasers with access to directly originated middle-market lending strategies. Fidelity's institutional alternatives business serves large pension funds, endowments, and sovereign wealth funds through customized alternative investment programs, while its wealth management platform increasingly incorporates alternatives as a key component of high-net-worth client portfolios.
Fidelity's scale, technology infrastructure, distribution network, and decades of investment management experience position it as one of the most capable and trusted providers of alternative investments to individual and institutional investors. The firm's commitment to expanding access to private markets — including through proprietary registered fund structures, partnerships with leading alternative managers, and innovative fintech solutions — reflects the broader industry trend of democratizing alternatives. As one of the most recognized and trusted brands in financial services, Fidelity's entry and continued expansion into alternative investments carries significant weight and legitimacy in the marketplace.