OCIO Intelligence
← Back to Discover
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

CompareWebsite

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.

Form ADV

SEC IAPD

Current regulatory documents filed for this firm, including its latest Form ADV, Part 2 brochures, and Form CRS when one is available.

Latest Form ADVForm ADV · Dec 22, 2025Current

Regulatory Record

CRD number124062

SEC registeredApr 17, 2003

OCIO data as ofDec 22, 2025

OCIO Intelligence refreshedSep 21, 2026

Document Coverage

Regulatory documents are read from SEC IAPD. Form CRS appears only when the SEC record indicates that the firm filed a Client Relationship Summary. Firm-supplied RFP responses, performance books, and due-diligence materials are not currently published.