FMI International
- Company typePrivate
- Founded1980
- HeadquartersCarteret, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
FMI International firmographics
Firmographics- Name
- FMI International
- Legal name
- Fiduciary Management, Inc.
- Website
- https://fiduciarymgt.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
FMI International industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)
Keywords
Where FMI International is headquartered
LocationHeadquarters
- HQ city
- Carteret
- HQ country
- United States
- HQ region
- North America
Markets served
FMI International business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels3 records
FMI International product offering
Product offeringCore offering
Fiduciary Management, Inc. (FMI) is an independent money management firm founded in 1980 that applies a value discipline to equity investing, grounded in fundamental research. The firm manages approximately $9.3 billion in AUA across separately managed accounts, mutual funds, and UCITS funds for institutions, individual investors, and Registered Investment Advisors.
Product overview
Fiduciary Management, Inc. (FMI) is an independent money management firm offering three core investment products: Separate Accounts for institutional and high-net-worth investors, FMI Mutual Funds for retail and institutional access to their equity strategies, and UCITS funds for non-US international investors. The firm applies a value discipline investing approach rooted in fundamental research, managing approximately $9.3 billion in AUA across these product lines.
Differentiator
Problem solved
Functional benefit
Brands
- FMI Mutual Funds: Mutual fund products offered by Fiduciary Management, Inc.
- UCITS Fund
Products and services
- Separate Accounts Separately managed investment accounts offering FMI's value-based equity strategies for institutional investors, individual investors, and Registered Investment Advisors.
- FMI Mutual Funds Mutual fund vehicles providing access to FMI's equity investing strategies with value discipline, available to individual investors and institutions.
- UCITS Fund UCITS-compliant fund vehicle available to non-US investors, providing access to FMI's US Small Cap Equity strategy for international clients.
Companies that use FMI International
Customer profileSegments3 records
Ideal customer profiles4 records
FMI International technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
FMI International partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
FMI International competitors and assessment
Company assessmentDirect peers
- Pzena Investment Management: Public, value-equity focused boutique asset manager applying fundamental research to global equities; comparable in philosophy, size tier, and institutional distribution to FMI.
- Tweedy, Browne Company: Long-standing value equity boutique (founded 1920) serving institutions and individuals through mutual funds and SMAs; closely mirrors FMI's value discipline, fundamental research orientation, and multi-wrapper structure.
- Dodge & Cox: Independent, employee-owned value-oriented asset manager offering mutual funds and SMAs across U.S. and international equities; highly comparable business model, philosophy, and institutional focus to FMI.
- Ariel Investments: Independent value-equity boutique offering mutual funds and SMAs to institutional and individual clients; comparable in style discipline, scale, and product structure to FMI.
- Harris Associates (Oakmark Funds): Value-oriented investment manager offering Oakmark mutual funds and SMAs to institutional and individual investors; deeply comparable investment philosophy and multi-channel distribution.
- Davis Advisors: Family-controlled value-oriented asset manager offering mutual funds and SMAs in U.S. and international equities; comparable in fundamental-research value approach and multi-channel distribution.
Broad incumbents
- Dimensional Fund Advisors: Large, established asset manager with systematic value-tilted strategies offered through SMAs, mutual funds, and ETFs; overlaps FMI's value orientation at materially greater scale and broader product breadth.
- American Century Investments: Large diversified asset manager offering equity (including value), fixed income, and multi-asset funds to institutions and individuals; broader portfolio but direct overlap in US equity and mutual fund channels.
- Vanguard: Largest U.S. asset manager with extensive value-tilted index and active funds; a major competitive force in FMI's institutional and intermediary channels even though its product set is far broader.
Emerging players
- Royce Investment Partners: Specialist small-cap value manager offering mutual funds and SMAs; comparable on the small-cap value segment, which overlaps FMI's UCITS US Small Cap Equity strategy.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
FMI International social profiles
Digital presenceFMI International financial estimates
Financial estimateRevenue estimate
Valuation estimate
FMI International leadership team
Management profileNumber of profiles
Profiles1 record
FMI International funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FMI International M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FMI International
What does FMI International do?
Fiduciary Management, Inc. (FMI) is an independent money management firm founded in 1980 that applies a value discipline to equity investing, grounded in fundamental research. The firm manages approximately $9.3 billion in AUA across separately managed accounts, mutual funds, and UCITS funds for institutions, individual investors, and Registered Investment Advisors.
Is FMI International a public or private company?
FMI International is a private company. It is classified as private equity controlled and is currently operating.
When was FMI International founded?
FMI International was founded in 1980. It employs 11 to 50 people.
Where is FMI International based?
FMI International is headquartered in Carteret, United States, in the North America region.
Who are FMI International's main competitors?
Direct peers on record are Pzena Investment Management, Tweedy, Browne Company, Dodge & Cox, Ariel Investments, Harris Associates (Oakmark Funds) and Davis Advisors. Broad incumbents are Dimensional Fund Advisors, American Century Investments and Vanguard. Royce Investment Partners is listed as an emerging player.
Does FMI International have an API?
No public API is recorded for FMI International.
What industry is FMI International in?
FMI International's product category is Investment Management. Its primary akta.pro industry code is FSAAAGAJ, Institutional Consultants & Fiduciary Management (Investment Consulting). Its NAICS code is 523940 and its SIC code is 6282.