WELLINGTON ALTERNATIVE INVESTMENTS

RIASEC RegisteredEst. 2016
Total AUM
$92.2B
Discretionary
$92.2B
100% of AUM
Avg account
$743M
Accounts
124
Employees
2
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
226715
Registered since
April 29, 2016
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ihsan Speede

    Chief Compliance OfficerCRD 7949173

Contacts

1 of 1
  • C TAGLIONE

    PresidentCRD 4936146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth