# Fidelity Private Shares

Fidelity Private Shares is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** fidelityprivateshares.com
- **LinkedIn:** https://www.linkedin.com/company/fidelityprivateshares

## Regulatory record

- **Reports private funds:** No

## About

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

## Questions

### Is Fidelity Private Shares a registered investment advisor or law firm?

Based on the firm's own description, Fidelity Private Shares provides an equity management software platform and does not advertise itself as an investment advisor or law firm. The platform facilitates legal document generation and execution but directs legal matters to the user's own counsel. It does not appear to offer discretionary investment management services.

### Does Fidelity Private Shares invest directly in startups?

No. Fidelity Private Shares provides a software platform for startups to manage their own equity administration and fundraising processes. The firm is not structured as a venture capital fund and there is no indication that it makes direct investments in the companies that use its platform.

### What is the relationship between Fidelity Private Shares and Fidelity Investments?

Fidelity Private Shares operates under the broader Fidelity brand, but its standalone website does not explicitly detail the legal entity relationship to Fidelity Investments. The platform is presented as a distinct product line focused on private company equity management, separate from Fidelity's public-market retail and institutional businesses.

### What services does the platform provide to law firms and investors?

For law firms, the platform provides tools to manage client equity documentation and financings within a single hub. For investors and VCs, Fidelity Private Shares offers customized data rooms with permissioning controls, enabling them to access updated cap tables, reports, and fundraising documents shared by their portfolio companies. This creates a shared, permissioned view of equity data for all parties in a financing transaction.

## Related profiles

- [FGH Investment Advisors](https://altss.com/profile/fgh-investment-advisors-llc)
- [Fidelity Bank (Bahamas)](https://altss.com/profile/fidelity-ventures)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fidelity-private-shares

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology