Wellington Capital Management Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1996

Year Founded

  • Employees
  • 4


  • Serviced Companies
  • 2

  • Serviced Deals
  • 2

Wellington Capital Management General Information


Wellington Capital Management is an independent fiduciary advisor based in Bethesda, Maryland. The firm provides its services to individuals, businesses and non-profit organizations. Wellington Capital Management was founded in 1996.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Corporate Office
  • 4340 East West Highway
  • Suite 920
  • Bethesda, MD 20814
  • United States
+1 (301) 000-0000

Wellington Capital Management Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
Ashtead Group Aug 2006 00000 0000000
Ashtead Group Aug 2006 00000 0000000
Copernican World Banks Income & Growth Trust Underwriter May 2006 00000 0000000
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Wellington Capital Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Wellington Capital Management Team (2)

Name Title Deals Office Contact
Christopher Kelly Partner Bethesda, MD
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Wellington Capital Management FAQs

  • When was Wellington Capital Management founded?

    Wellington Capital Management was founded in 1996.

  • Where is Wellington Capital Management headquartered?

    Wellington Capital Management is headquartered in Bethesda, MD.

  • What is the size of Wellington Capital Management?

    Wellington Capital Management total number of employees/professionals is 4.

  • What service provider type is Wellington Capital Management?

    Wellington Capital Management's service provider type is Financing Advisory.

  • What companies has Wellington Capital Management invested in or acquired?

    Wellington Capital Management has invested in or acquired companies like Affirm, Compass, and CRISPR Therapeutics.

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