Wellington Capital Management Overview

  • Service
  • Financing Advisory
  • Founded
  • 1996
  • 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
Primary 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 (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Braeburn Jan 2018 00000 0000000
0000000000 00000 0 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 (3)

Name Title Deals Office Contact
Edmund Wellington III President & Chief Compliance Officer Bethesda, MD
Christopher Kelly Partner Bethesda, MD
Ryan Whyte Associate Bethesda, MD
To view Wellington Capital Management’s complete team members history, request access »