Wellington Funds (US) LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 288313
- Registered since
- September 12, 2017
- Website
- www.wellington.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Wellington Funds (US) LLC is a limited liability company that provides investment advisory services primarily to institutional clients. The firm registered with the SEC in 2017 and charges fees as a percentage of assets under management. Its recorded business activities include acting as a commodity pool operator or commodity trading advisor, and it is identified as serving institutional investors rather than retail households. The firm is not flagged as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ihsan Speede
Chief Compliance OfficerCRD 7949173
Contacts
1 of 1
C Taglione
PresidentCRD 4936146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 280 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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