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 multifaceted fund manager focused on pooled investment vehicles for institutional clients. The firm operates primarily as an adviser and sponsor of alternative funds, with organizational classifications that include hedge funds, private equity funds, securitized asset funds and other pooled products. Its advisory mandate centers on portfolio management for pooled vehicles and for businesses or institutions, and its compensation model combines a percentage-of-assets fee with performance-based fees. Wellington Alternative Investments does not present itself as an active ESG investor. The firm’s structure and activities indicate a manager that both runs proprietary pooled funds and takes on sponsor/GP roles for those vehicles. Given its institutional client base and emphasis on pooled products, investment decisions are oriented around fund-level strategies rather than retail wrap or model delivery.
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 1C 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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