A side-by-side comparison of Fidelity Investments and HPS Investment Partners across firm type, scale, strategy, and geography.
Fidelity Investments manages roughly 39.6× the assets of the other firm.
Both firms are active in 1 shared asset class out of 1 tracked between them.
| Fidelity Investments | HPS Investment Partners | |
|---|---|---|
| Basics | ||
| Firm type | Asset Manager | Asset Manager |
| Country | United States | United States |
| Founded | 1946 | 2007 |
| Firm age | 80 yrs | 19 yrs |
| Roles | Gp, Advisor, Lender | Gp |
| Scale & AUM | ||
| AUM | $7.8T | $197B |
| Market position | Mega ($500B+) | Giant ($100–500B) |
| AUM ratio | 39.6× larger | |
| Strategy & Focus | ||
| Investment style | Multi-asset | fixed income-focused |
| Diversification | Broad | Broad |
| Strategies | 23 — Digital Assets / Crypto, Direct Lending, First Lien, Senior Secured | 17 — Direct Lending, First Lien, Unitranche, Senior Secured |
| Asset classes | fixed income, private equity, private credit, real estate, other, venture capital | fixed income, private credit |
| Shared strategies | 4: Direct Lending, First Lien, Senior Secured | |
| Shared asset classes | 2: fixed income, private credit | |
| Geography | ||
| Geographic bias | North America | North America |
| Regions | Global, North America, North America, United States | North America, Western Europe, Australia, New Zealand |
| Shared geographies | North America, North America | |
| Fund Portfolio | ||
| Published funds | 17 | 6 |
| Largest fund | Fidelity Credit Opportunities Fund II LP | HPS Strategic Investment Partners V |
| Vintage range | 2020–2026 | — |
| Fund statuses | Investing (17) | Closed (4), Fundraising (2) |
| Team | ||
| Total contacts | 18 | 21 |
| Team-to-AUM ratio | 0.0 per $B | 0.1 per $B |
| Network & Relationships | ||
| Connectivity | 8/100 | 48/100 |
| Network strength | 1/100 | 19/100 |
| Relationships | 1 | 9 |
| Relationship density | Low | Moderate |
| Network maturity | Emerging | Emerging |
| Similarity | ||
| Overall similarity | 23% | |
| Strategy overlap | 11% | |
| Asset class overlap | 33% | |
| Geography overlap | 17% | |
Fidelity Investments is a asset manager based in United States, while HPS Investment Partners is a asset manager based in United States. This page compares their firm type, assets under management, strategies, and geographic focus.
By reported AUM, Fidelity Investments is larger ($7.8T vs $197B).