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FIAM LLC

Alpha Nasdaq OCIO Indices - Contributor

SMITHFIELD, RI

Form ADV and provider website profile · CRD 133196 · regulatory data as of Jul 30, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for FIAM LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$347.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
647Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$347.7BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameFIAM LLC

CRD number133196

Firm foundedNot reported

SEC registration dateDec 2, 2004

Employees196

Advisory professionals139

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

900 SALEM STREET, SMITHFIELD, RI, 02917

617-563-7000

https://institutional.fidelity.com/advisorsLinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$347.7B

As of Jul 30, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Investment companies67.6%$235.1B
Other investment advisers8.3%$28.9B
Other Pooled Vehicles7.0%$24.4B
Charities4.2%$14.6B
Retirement Plans3.7%$12.9B
Municipalities2.8%$9.7B

Percentages and AUM are shown from the same reported Form ADV client-type records.