Fiduciary Trust International, LLC
LINCOLN, MA
Form ADV and provider website profile · CRD 124062 · regulatory data as of Dec 22, 2025
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.
$7.7BTotal Firm AUM
$7.1BDiscretionary AUM
$550MNon-discretionary AUM
483Total accounts
470Discretionary accounts
13Non-discretionary accounts
Client Mix by Firm AUM
$7.7BFirm AUM
High-Net-Worth78.5%
Other12.5%
Other Pooled Vehicles9.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth78.5%
62 clients$6.0B firm assets
Other12.5%
7 clients$955M firm assets
Other Pooled Vehicles9.1%
7 clients$696M firm assets
Reported total76 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $6.0B | 62 | 78.5% |
| Other | $955M | 7 | 12.5% |
| Other Pooled Vehicles | $696M | 7 | 9.1% |
| Reported total | $7.7B | 76 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…