Wellington Alternative Investments
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
FINTRXOverview
Wellington Alternative Investments is a limited liability company organized as a multi-product fund manager that focuses on institutional business. The firm is SEC-registered (since 2016) and classifies its activities across hedge funds, private equity, securitized-asset vehicles and other pooled fund structures. Its client base is institutional, and it charges management fees as a percentage of assets plus performance-based fees on select strategies. Advisory duties center on portfolio management for pooled investment vehicles and for business or institutional balance sheets. The firm also functions in sponsor and managerial roles for funds it advises and lists affiliations consistent with operating a broader alternatives platform, including broker-dealer, other investment adviser, CPO/CTA and trust company relationships. The firm is not designated as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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