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Fiduciary Trust International, LLC logo

Fiduciary Trust International, LLC

LINCOLN, MA

Form ADV and provider website profile · CRD 124062 · regulatory data as of Dec 22, 2025

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Fiduciary Trust International, 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.

$7.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
483Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$7.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$550MNon-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 nameFIDUCIARY TRUST INTERNATIONAL, LLC

CRD number124062

Firm foundedNot reported

SEC registration dateApr 17, 2003

Employees50

Advisory professionals23

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

55 OLD BEDFORD RD, SUITE 302, LINCOLN, MA, 01773

781-274-9300

https://www.fiduciarytrust.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$7.7B

As of Dec 22, 2025

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth78.5%$6.0B
Other12.5%$955M
Other Pooled Vehicles9.1%$696M

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