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Fiduciary Trust International, LLC

● SEC registered since 2003CRD 124062SEC# 801-62001Lincoln, MA
Export (members)
Ranks #921 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$6.32B
Fund GAV
$676.2M
Private funds
7
Employees
50
Accounts
469
Location
Lincoln, MA

Fiduciary Trust International, LLC assets under management

Fiduciary Trust International, LLC operates as an SEC-registered investment adviser based in Lincoln, MA. The firm has been registered since 2003. It reports $6.3 billion in regulatory assets under management and employs 50 people. Fiduciary Trust International, LLC manages 7 private funds with combined gross assets of $676.2 million, including Athena Select Fund LLC. By regulatory assets, it ranks 921 of 5,911 private fund managers.

Fiduciary Trust International, LLC private funds

7 funds · $676.2M GAV
FundTypeGross assetsMin.
Athena Select Fund LLCOther Private$253.6M$100K
Athena Select Private Investment Fund LLCOther Private$189.7M$100K
Athena Alpha Investors Holdings, LPOther Private$112.3M$1M
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Fiduciary Trust International, LLC owners & executives

7 reported
NameTitleOwnershipSince
Amy Carpenter Spector ControlManaging DirectorUnder 5%2020
Anne Marie Towle ControlRegional Managing DirectorUnder 5%2010
Fiduciary International Holding, Inc. ControlMemberOver 75%2020
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Frequently asked questions

How much does Fiduciary Trust International, LLC manage?

Fiduciary Trust International, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Fiduciary Trust International, LLC manage?

Fiduciary Trust International, LLC manages 7 private funds with combined gross assets of $676.2 million.

How many employees does Fiduciary Trust International, LLC have?

Fiduciary Trust International, LLC reports 50 employees.

Where is Fiduciary Trust International, LLC located?

Fiduciary Trust International, LLC is based in Lincoln, MA and has been SEC-registered since 2003.

Does Fiduciary Trust International, LLC disclose fund performance?

Fiduciary Trust International, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
Phone781-274-9300
Office hours8:30 a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1424480
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$5.8B
Non-discretionary$525M
Total (RAUM)$6.32B

Service providers