Wellington Funds (US) LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 288313
- Registered since
- September 12, 2017
- Website
- www.wellington.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Wellington Funds (US) LLC is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered since 2017 and serves an institutional client base under a percentage-of-AUM fee model. Its documented business activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA), and the firm maintains affiliations that span broker-dealer activity, trust company roles, and functions as sponsor/GP or managing member of pooled investment vehicles. The adviser is not identified as an active ESG investor and is not classified as a multistate adviser or pension consultant.
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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