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Fidelity Investments vs Blue Owl Capital

A side-by-side comparison of Fidelity Investments and Blue Owl Capital across firm type, scale, strategy, and geography.

Scale comparison

Fidelity Investments$7.8T
Blue Owl Capital$319B
Insight

Fidelity Investments manages roughly 24.5× the assets of the other firm.

Asset-class exposure

Fixed Income
Private Credit
Left bar: Fidelity InvestmentsRight bar: Blue Owl Capital
Insight

No overlapping asset classes — these firms operate in entirely separate markets.

Key observations

  • • Fidelity Investments is the largest by AUM at $7.8T — 24.45× Blue Owl Capital ($319B).
  • • Fidelity Investments is the most established (founded 1946), 75 years before Blue Owl Capital (2021).
  • • All 2 firms invest in Private Equity, Private Credit, Real Estate, +1 more.
  • • Fidelity Investments is the only one here in Fixed Income & Other.
  • • All 2 are headquartered in United States.
  • • Blue Owl Capital's network is more connected (64/100 vs 8/100), indicating broader relationship diversity.
  • • Strategy overlap is 27% (Jaccard) — 12 shared: Direct Lending, First Lien, Senior Secured and 9 more.
  • • Overall similarity is 29%, driven by 12 shared strategies, 4 shared asset classes, same AUM band.
29%Similarity score12 shared strategies · 4 shared asset classes · same AUM band · same country
Fidelity InvestmentsBlue Owl Capital
Basics
Firm typeAsset ManagerAsset Manager
CountryUnited StatesUnited States
Founded19462021
Firm age80 yrs5 yrs
RolesGp, Advisor, LenderGp, Lender, Public Listing
Scale & AUM
AUM$7.8T$319B
Market positionMega ($500B+)Giant ($100–500B)
AUM ratio24.5× larger
Strategy & Focus
Investment styleMulti-assetMulti-asset
DiversificationBroadBroad
Strategies23 — Digital Assets / Crypto, Direct Lending, First Lien, Senior Secured34 — Direct Lending, First Lien, Senior Secured, Unitranche
Asset classesfixed income, private equity, private credit, real estate, other, venture capitalprivate credit, real estate, infrastructure, private equity, secondaries, venture capital
Shared strategies12: Direct Lending, First Lien, Senior Secured
Shared asset classes4: private equity, private credit, real estate, venture capital
Geography
Geographic biasNorth AmericaUnited States
RegionsGlobal, North America, North America, United StatesUnited States, Canada, Europe, United States
Shared geographiesUnited States
Fund Portfolio
Published funds1725
Largest fundFidelity Credit Opportunities Fund II LPBlue Owl GP Stakes V
Vintage range2020–20262015–2026
Fund statusesInvesting (17)Closed (24), Fundraising (1)
Performance
Avg. net IRR—13.1%
Avg. TVPI—1.52x
Team
Total contacts1832
Team-to-AUM ratio0.0 per $B0.1 per $B
Network & Relationships
Connectivity8/10064/100
Network strength1/10036/100
Relationships121
Relationship densityLowHigh
Network maturityEmergingEmerging
Similarity
Overall similarity29%
Strategy overlap27%
Asset class overlap50%
Geography overlap8%

Frequently asked

What is the difference between Fidelity Investments and Blue Owl Capital?

Fidelity Investments is a asset manager based in United States, while Blue Owl Capital is a asset manager based in United States. This page compares their firm type, assets under management, strategies, and geographic focus.

Which is larger, Fidelity Investments or Blue Owl Capital?

By reported AUM, Fidelity Investments is larger ($7.8T vs $319B).

Fidelity Investments profile →Blue Owl Capital profile →

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