A side-by-side comparison of Fidelity Investments and Everstone Group across firm type, scale, strategy, and geography.
Fidelity Investments manages roughly 887.5× the assets of the other firm.
| Fidelity Investments | Everstone Group | |
|---|---|---|
| Basics | ||
| Firm type | Asset Manager | Asset Manager |
| Country | United States | Singapore |
| Founded | 1946 | 2006 |
| Firm age | 80 yrs | 20 yrs |
| Roles | Gp, Advisor, Lender | Gp, Advisor |
| Scale & AUM | ||
| AUM | $7.1T | $8B |
| Market position | Mega ($500B+) | Mid ($5–20B) |
| AUM ratio | 887.5× larger | |
| Strategy & Focus | ||
| Investment style | Not classified | private equity-focused |
| Diversification | Broad | Moderate |
| Strategies | 21 — Direct Lending, First Lien, Senior Secured, Mezzanine | |
| Asset classes | private equity, venture capital | |
| Geography | ||
| Geographic bias | North America | Asia |
| Regions | North America, Global, North America | Asia, Asia |
| Fund Portfolio | ||
| Published funds | 4 | 5 |
| Largest fund | Fidelity Private Equity Multi-Strategy Fund III LP | Everstone Capital Partners |
| Vintage range | 2023–2025 | 2025 |
| Fund statuses | Investing (4) | Investing (5) |
| Team | ||
| Total contacts | 7 | 13 |
| Team-to-AUM ratio | 0.0 per $B | 1.6 per $B |
| Network & Relationships | ||
| Connectivity | 8/100 | 61/100 |
| Network strength | 1/100 | 31/100 |
| Relationships | 1 | 31 |
| Relationship density | Low | Very high |
| Network maturity | Emerging | Emerging |
| Similarity | ||
| Overall similarity | 4% | |
Fidelity Investments is a asset manager based in United States, while Everstone Group is a asset manager based in Singapore. This page compares their firm type, assets under management, strategies, and geographic focus.
By reported AUM, Fidelity Investments is larger ($7.1T vs $8B).