WELLINGTON MANAGEMENT COMPANY LLP

RIASEC RegisteredEst. 1979

Total AUM

$1.4T

Discretionary

$1.3T

93% of AUM

Avg account

$916M

Accounts

1,559

Employees

1,868

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 106595
Registered since: October 30, 1979
Website: www.wellington.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies44.56%
Pooled Investment Vehicles22.92%
Insurance Companies10.15%
Other Investment Advisers6.05%
State / Municipal Government4.89%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wellington Management Company LLP is organized as a limited liability partnership and operates primarily as an institutional investment manager with a broad set of advisory activities, including portfolio management for individuals, pooled vehicles, investment companies and institutions. The firm charges a mix of percentage-of-AUM, fixed and performance-based fees and also is active as a CPO/CTA. Its public filings identify it as an active ESG investor and indicate a long-established SEC registration going back to 1979. The firm’s client composition and registration profile skew institutional, but its advisory scope covers both institutional and individual/small-business portfolios. Wellington also maintains industry affiliations that include broker-dealer relationships, trust company functions and sponsorship or management roles in pooled investment vehicles.