Fundraisers / Fidelity Brokerage Services LLC

FundraiserRegistered broker-dealer

Fidelity Brokerage Services LLC

FINRA 7784 · placing rounds since Jul 2016

2company rounds placed

1in the last two years, last Oct 2025

-sold in the rounds they placed

-typical commission; the median firm takes 4.9%

Named on 39 Form D filings as paid to sell the offering: 2 for operating companies, 36 for funds, 1 for real estate. 1 registered agent named.

Quarter by quarter

Company rounds they placed in each quarter, from the filings.

123Q2125Q4

What they place

Oil and Gas50%
Other50%

How big the rounds are

Under $1M0
$1M to $5M0
$5M to $20M0
$20M to $100M0
$100M+0

Where the companies are

NY2

Rounds they placed

Company rounds Everything, funds and real estate too

FiledIssuerIndustrySold

Mar 2026Fidelity Unlevered Private Credit Fund LPPooled Investment Fund-

Mar 2026Fidelity Unlevered Private Credit Rated Note Fund I LPPooled Investment Fund-

Mar 2026Fidelity Venture Growth Fund II LPPooled Investment Fund$25M

Mar 2026Fidelity Venture Growth Fund II LP - OffshorePooled Investment Fund-

Oct 2025Aegis Marine Shipmanagement Inc.Agents: Aegis Marine Shipmanagement Inc.Oil and Gas-

Jan 2025Fidelity Private Equity Multi-Strategy Fund III LP - OffshorePooled Investment Fund-

Jan 2025Fidelity Private Equity Multi-Strategy Fund III LPPooled Investment Fund-

Jun 2024Fidelity Evergreen Private Credit Rated Fund LPPooled Investment Fund$215M

Mar 2024Fidelity Venture Capital Fund I LPAgents: FIDELITY BROKERAGE SERVICES LLCPooled Investment Fund-

Dec 2023Fidelity Credit Opportunities Feeder Fund II LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Nov 2023Fidelity Evergreen Private Credit Master Fund LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Nov 2023Fidelity Evergreen Private Credit Offshore Fund LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Nov 2023Fidelity Evergreen Private Credit Fund LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Sept 2023Fidelity Credit Opportunities Feeder Fund II LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Sept 2023Fidelity Credit Opportunities Fund II LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Jun 2023Fidelity Private Equity Multi-Strategy Fund II LP - OffshoreAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Jun 2023Fidelity Private Equity Multi-Strategy Fund II LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

May 2023KKR Infrastructure Conglomerate LLCAgents: Fidelity Brokerage Services LLCOther-

Apr 2023Fidelity Exchange Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Feb 2023Wise Origin BTC & ETH Equal Weight Index Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Jan 2023Fidelity Core Real Estate FundREITS and Finance-

Jan 2023Fidelity Japan Data Centers Fund LP, Tokyo 3 SeriesAgents: FIDELITY BROKERAGE SERVICES LLCPooled Investment Fund$100M

Jan 2023Wise Origin Ethereum Index Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Oct 2022Fidelity Ethereum Index Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund$5.0M

Mar 2022Fidelity 2022 Private Equity Multi-Strategy Fund LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Mar 2022Fidelity 2022 Private Equity Multi-Strategy Fund LP - OffshoreAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Jun 2021Fidelity Japan Data Centers Fund LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Oct 2020Fidelity Real Estate Debt Opportunities Fund I, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Aug 2020Wise Origin Bitcoin Index Fund I, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Apr 2020Fidelity Distressed Opportunities Fund I, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Apr 2020Fidelity Distressed Opportunities Offshore Fund I, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Apr 2020Wise Origin Fund II, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund-

Feb 2020FIAM LDS Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund$566M

Jan 2020FIAM Global Founders Fund, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund$10M

Jan 2020Wise Origin Fund I, LPAgents: Fidelity Brokerage Services LLCPooled Investment Fund$560k

Jun 2018FIAM Global Allocation, L.P.Agents: Fidelity Brokerage ServicesPooled Investment Fund$1.0B

Nov 2017FIAM Total Endowment Fund, LPAgents: Fidelity Brokerage ServicesPooled Investment Fund$31M

Jul 2016FIAM Global Concentrated Unconstrained Fund, L.P.Agents: Fidelity Brokerage ServicesPooled Investment Fund$145M

Jul 2016FIAM Global Low Volatility Equity Fund, L.P.Agents: Fidelity Brokerage ServicesPooled Investment Fund$373M

Sept 2014Pyramis Global Credit Ex-U.S. Hedged Fund, LPAgents: Fidelity Brokerage Services, LLCPooled Investment Fund-

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

Charles Schwab & Co Inc1 round together KKR Capital Markets LLC1 round together Morgan Stanley1 round together Morgan Stanley Smith Barney, LLC1 round together Pershing LLC1 round together Rockefeller Financial LLC1 round together

Founders who worked with them

No one has said so yet.

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