Wellington Alternative Investments

RIASEC Registered

Total AUM

$92.2B

Discretionary

$92.2B

100% of AUM

Avg account

$743M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 226715
Registered since: April 29, 2016
Website: www.wellingtonfunds.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wellington Alternative Investments is a limited liability company that operates as a multifaceted fund manager, offering hedge fund, private equity, securitized-asset and other pooled-investment strategies to institutional clients. The firm is registered with the SEC (registered in 2016) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its pricing mixes asset-based fees and performance-based compensation. The firm reports it is not an active ESG investor and does not position itself as a capital allocator.