$7.7B Total AUM
$7.1B Disc. AUM
13.7% 3Y CAGR
50 Employees
77 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Citibank · Fidelity/NFS · Fiduciary Trust · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- VitalEagle
- Established Date
- 04-17-2003
- Office Locations
- 2
Office Locations
150 E. 52nd Street Suite 21001 NEW York NY
55 OLD Bedford RD Suite 302 Lincoln MA
About Fiduciary Trust International, LLC
Fiduciary Trust International, LLC is a Lincoln-based RIA with 2 offices. The firm has been operating for 23 years. Managing $7.7B in total assets under management, with 23 advisory representatives. They custody assets with Apex and Citibank. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
41 AVG AGE
$333.5M AVG AUM / ADVISOR
$99.6M AVG AUM / CLIENT
10.7 yrs AVG TENURE
50 Employees
23 Advisory Reps
14 RIA Reps
23yrs Firm Age
Insights
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Accredited Investors
Catalyst timber Element
Asset Classes
Zenith vector Legacy Unison Vertex glacier Frontier Eagle
Custodian
Atlas
Investment Themes
Frontier radial Legacy glacier Element unison Summit vital Foundation focus Foundation alpha
Investment Vehicles
North Pioneer foundation
Services
Zenith Vector atlas Pioneer Bridge Peak legacy Alpha atlas Beacon wave
Technology
Eagle Foundation
Owner & Executives
R
REBECCA ELISE GOMPPER
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
(964) 952-8939
value.crest@wavecapital.com
in linkedin.com/in/ridge-atlas
K
KATHARINE MARSHALL HUNTINGTON
MANAGING DIRECTOR
- CRD
- #5626060
- Ownership
- Less than 5%
(769) 714-1847
signal.focus@insightcapital.com
in linkedin.com/in/capital-alpha
F
Frontier horizon
North peak
- CRD
- #30182
- Ownership
- 24.9%
(686) 883-9157
signal.glacier@atlascapital.com
in linkedin.com/in/summit-alpha
Showing 2 of 5 owners & executives
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K
KATHERINE DUFFY BURKE
Senior Portfolio Manager
- CRD
- #5322910
(387) 493-6678
foundation.legacy@momentumcapital.com
in linkedin.com/in/pioneer-meridian
A
Alex William Chown
Vice President
- CRD
- #7174891
(909) 837-8414
signal.glacier@pathwaycapital.com
in linkedin.com/in/capital-signal
I
Insight bridge
Wave capital
- CRD
- #86028
(712) 814-3216
ember.wave@quantumcapital.com
in linkedin.com/in/value-focus
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,120,715,835 | $15,150,459 |
| Non-Discretionary | $549,866,473 | $42,297,421 |
| Total | $7,670,582,308 | $15,881,123 |
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Separately Managed Accounts
Total SMA Asset: $6,974,848,876
Public Funds:
11.5% Equity - Exchange:
15.8% Private Funds:
9.7% Municipal Bonds:
15.9% U.S. Government/Agency:
20.2% Cash:
16.9% Corporate - Investment Grade:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $309,509,016 | 11.5% |
| Equity - Exchange | $425,238,474 | 15.8% |
| Private Funds | $261,064,127 | 9.7% |
| Municipal Bonds | $427,929,857 | 15.9% |
| U.S. Government/Agency | $543,659,315 | 20.2% |
| Cash | $454,843,684 | 16.9% |
| Corporate - Investment Grade | $269,138,275 | 10.0% |
| Total | $2,691,382,748 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR HORIZON EMBER | VECTOR MOMENTUM | QGWQQN3PV | CTYFJ | 6.92% | $98,750,205 |
| ALPHA CATALYST | VITAL BEACON | ODZBGDNPU | GNO | 11.10% | $81,719,900 |
| VALUE VERTEX | GLACIER PIONEER | YH45L63H6 | KOS | 8.22% | $25,255,879 |
| MOMENTUM HORIZON | EAGLE SUMMIT | FSO48P3K9 | SIF | 11.54% | $66,211,197 |
| VALUE ELEMENT VECTOR | PIONEER EAGLE | GQ581K9DY | LONWN | 2.09% | $4,868,240 |
| VITAL CAPITAL | RIDGE HARBOR | 00HZV1WWL | ARXWS | 5.02% | $58,245,747 |
| OAK PIONEER HARBOR | GLACIER PEAK | 7GWH0L4Y1 | KYDBL | 3.35% | $43,423,556 |
| RADIAL SIGNAL | GLACIER PIONEER | FH6IYUTDF | CPDCC | 2.10% | $41,364,237 |