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 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

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth