Fiduciary Trust International, LLC
● SEC registered since 2003CRD 124062SEC# 801-62001Lincoln, MA
Ranks #1,007 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$7.67B
Fund GAV
$695.7M
Private funds
7
Employees
50
Accounts
483
Location
Lincoln, MA
Fiduciary Trust International, LLC assets under management
Fiduciary Trust International, LLC operates as an SEC-registered investment adviser based in Lincoln, MA. The firm has been registered since 2003. It reports $7.7 billion in regulatory assets under management and employs 50 people. Fiduciary Trust International, LLC manages 7 private funds with combined gross assets of $695.7 million, including Athena Select Fund LLC. By regulatory assets, it ranks 1,007 of 6,004 private fund managers.
Fiduciary Trust International, LLC private funds
7 funds · $695.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Athena Select Fund LLC | Other Private | $262.2M | $100K |
| Athena Select Private Investment Fund LLC | Other Private | $169.8M | $100K |
| Athena Alpha Investors Holdings, LP | Other Private | $123.3M | $1M |
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Join to unlock · $37/moFiduciary Trust International, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Benjamin Spector Control | Chief Executive Officer Of Fiduciary Trust Company International | Under 5% | 2025 |
| Amy Carpenter Spector Control | Managing Director | Under 5% | 2020 |
| Anne Marie Towle Control | Regional Managing Director | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Fiduciary Trust International, LLC manage?
Fiduciary Trust International, LLC reports $7.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Fiduciary Trust International, LLC manage?
Fiduciary Trust International, LLC manages 7 private funds with combined gross assets of $695.7 million.
How many employees does Fiduciary Trust International, LLC have?
Fiduciary Trust International, LLC reports 50 employees.
Where is Fiduciary Trust International, LLC located?
Fiduciary Trust International, LLC is based in Lincoln, MA and has been SEC-registered since 2003.
Does Fiduciary Trust International, LLC disclose fund performance?
Fiduciary Trust International, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Old Bedford Rd, Suite 302, Lincoln, MA 01773 |
| Phone | 781-274-9300 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1424480 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$7.67B▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$7.67Bregulatory AUM
Discretionary $7.12BNon-discretionary $549.9M
Fund type mix
Other Private6
Hedge1
Service providers
Auditor
Prime broker
Administrator