A side-by-side comparison of Wellington Management and Fidelity Investments across firm type, scale, strategy, and geography.
Fidelity Investments manages roughly 5.9× the assets of the other firm.
Both firms are active in 1 shared asset class out of 2 tracked between them.
| Wellington Management | Fidelity Investments | |
|---|---|---|
| Basics | ||
| Firm type | Asset Manager | Asset Manager |
| Country | United States | United States |
| Founded | 1928 | 1946 |
| Firm age | 98 yrs | 80 yrs |
| Roles | Lp, Gp, Service Provider, Advisor, Lender | Gp, Advisor, Lender |
| Scale & AUM | ||
| AUM | $1.33T | $7.8T |
| Market position | Mega ($500B+) | Mega ($500B+) |
| AUM ratio | 5.9× larger | |
| Strategy & Focus | ||
| Investment style | Multi-asset | Multi-asset |
| Diversification | Broad | Broad |
| Strategies | 10 — CLOs, Private Placings, Commercial Real Estate Debt, Seed | 23 — Digital Assets / Crypto, Direct Lending, First Lien, Senior Secured |
| Asset classes | fixed income, other, private credit, venture capital, hedge funds, secondaries, private equity | fixed income, private equity, private credit, real estate, other, venture capital |
| Shared strategies | 1: CLOs | |
| Shared asset classes | 5: fixed income, other, private credit, venture capital, private equity | |
| Geography | ||
| Geographic bias | North America | North America |
| Regions | North America, Europe, Asia Pacific, North America | Global, North America, North America, United States |
| Shared geographies | North America, North America | |
| Fund Portfolio | ||
| Published funds | 10 | 17 |
| Largest fund | Wellington Hadley Harbor IV | Fidelity Credit Opportunities Fund II LP |
| Vintage range | 2019–2026 | 2020–2026 |
| Fund statuses | Fundraising (3), Closed (7) | Investing (17) |
| Team | ||
| Total contacts | 22 | 18 |
| Team-to-AUM ratio | 0.0 per $B | 0.0 per $B |
| Network & Relationships | ||
| Connectivity | 36/100 | 8/100 |
| Network strength | 5/100 | 1/100 |
| Relationships | 5 | 1 |
| Relationship density | Moderate | Low |
| Network maturity | Emerging | Emerging |
| Similarity | ||
| Overall similarity | 31% | |
| Strategy overlap | 3% | |
| Asset class overlap | 63% | |
| Geography overlap | 20% | |
Wellington Management is a asset manager based in United States, while Fidelity Investments 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 ($1.33T vs $7.8T).