Wellington Management Company LLP

RIASEC RegisteredEst. 1979

Total AUM

$1.4T

Discretionary

$1.3T

93% of AUM

Avg account

$916M

Accounts

1,559

Employees

1,868

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 106595
Registered since: October 30, 1979
Website: www.wellington.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies44.56%
Pooled Investment Vehicles22.92%
Insurance Companies10.15%
Other Investment Advisers6.05%
State / Municipal Government4.89%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wellington Management Company LLP is a long-established investment partnership, SEC-registered since 1979, that serves primarily institutional clients while also providing portfolio management for pooled vehicles, investment companies, businesses and individuals. The firm operates as a limited liability partnership and engages in both traditional advisory roles and commodity pool/CTA activities. Its fee arrangements include asset-based fees, fixed fees and performance fees. Wellington identifies as an active ESG investor and maintains affiliations across the industry including broker-dealer relationships, trust company services and roles as sponsor or managing member of pooled vehicles.