Wellington Management Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1928

Year Founded

  • Professionals
  • 541

Professionals

  • AUM

  • Commitments
  • 2

Wellington Management General Information

Description

Wellington Management is an investment advisor based in Boston, Massachusetts. Established in 1928, the firm offers investment management services to its clients with investment services that rely on our extensive independent research and include portfolio management styles and approaches in equities, private companies, fixed-income securities, currencies, and commodities, as well as multi-asset allocation across these categories. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.wellington.com
Formerly Known As
Wellington Management Co, Wellington Management Co Llp
Year Founded
1928
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Partner & Senior Managing Director
Email
cg
Phone
+1 (617)
Corporate Office
  • 280 Congress Street
  • Boston, MA 02210
  • United States
+1 (617)

Wellington Management Commitments (2)

Wellington Management's most recent commitment was from , managed by New Age Capital. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
New Age Capital New York, NY 2022
January Ventures Boston, MA 2022
To view Wellington Management’s complete commitments history, request access »

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Wellington Management Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Wellington Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Wellington Management Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
Wellington Access Ventures Boston, MA 2021
Wellington Retirement and Pension Plan Boston, MA 1979

Wellington Management FAQs

  • When was Wellington Management founded?

    Wellington Management was founded in 1928.

  • Where is Wellington Management headquartered?

    Wellington Management is headquartered in Boston, MA.

  • How many Assets Under Management (AUM) does Wellington Management have?

    Wellington Management has in assets under management.

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