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Wellington Management

Wellington Management
LP CONSULTANT SERVICE
1928 FOUNDED
806 EMPLOYEES
9 SERVICED COMPANIES
6 SERVICED DEALS
2 SERVICED INVESTORS
Description

Founded in 1928, Wellington Management Company is an investment managing firm headquartered in Boston, Massachusetts. The firm provides services to high net worth individuals, banking and thrift institutions, pension and profit-sharing plans, endowment and foundations, insurers, intermediaries and wealth managers, state and municipal government entities, charitable organizations, family offices, and consultants. The firm invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. It launches and manages equity, fixed income, balanced mutual funds and hedge funds for its clients.

Year Founded
1928
Service Provider Type
LP Consultants
Primary Office
  • 280 Congress Street
  • Boston, MA 02210
  • United States

+1 (617) 000-0000

Wellington Management Services to Companies

Service on a Deal (7)

Company Name Service Provided Deal Date Deal Type Deal Amount
Millennium Trust Company Mar 2019 00000 0000000
00000000 Nov 2016 00000 0000000
00000000 Nov 2016 00000 0000000
0000000 0000000000 Nov 2014 00000 0000000
00000000000 Apr 2014 00000 0000000
Vivoryon Therapeutics Advisor: General Jan 2012 00000 0000000
Crusader Energy Group Mar 2007 00000 0000000
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Wellington Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Wellington Management Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Corporate Pension Boston, MA 0000
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Wellington Management Team (86)

Name Title Deals Office Contact
Info
Brendan Swords Chairman & Chief Executive Officer Boston, MA
Chris Kirk President of Wellington Alternative Investments & Partner Boston, MA
Edward Steinborn Partner & Chief Financial Officer Boston, MA
Colin Mazzola Senior Managing Director & Partner, Client & Enterprise Technology Boston, MA
Michael Carmen Senior Managing Director & Equity Portfolio Manager Boston, MA

22 Former Team Members

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Wellington Management Board Members (2)

Name Representing Role Since Contact
Info
Brendan Swords Wellington Management Chairman & Chief Executive Officer 000 0000

1 Former Board Member

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