Domestic entity
EntityFIDUCIARY INTERNATIONAL HOLDING, INC.StatusSHAREHOLDERReported since03/2020Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2020
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 12/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Anne Marie Towle | Regional Managing Director | 01/2010 | Individual | Yes | Less than 5% |
| Katharine Marshall Huntington | Managing Director | 02/2015 | Individual | Yes | Less than 5% |
| Amy Carpenter Spector | Managing Director | 03/2020 | Individual | Yes | Less than 5% |
| Inc. Fiduciary International Holding | Member | 03/2020 | Domestic entity | Yes | 75% or more |
| Rebecca Elise Gompper | Chief Compliance Officer | 12/2021 | Individual | No | Less than 5% |
| Adam Benjamin Spector | Chief Executive Officer Of Fiduciary Trust Company International | 07/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityFIDUCIARY TRUST COMPANY INTERNATIONALStatusSHAREHOLDERReported since04/2001Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVAM
Anne Marie Towle
Regional Managing Director
KM
Katharine Marshall Huntington
Managing Director
AC
Amy Carpenter Spector
Managing Director
RE
Rebecca Elise Gompper
Chief Compliance Officer
AB
Adam Benjamin Spector
Chief Executive Officer Of Fiduciary Trust Company International
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateApr 17, 2003
CRD number124062