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Building 2WELLINGTON FUNDS (US) LLC

Map pinBOSTON, MA
Phone617-951-5786
NotebookSEC #801-111643
Total AUM
$5.4B
Employees
2
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 CONGRESS STREET
BOSTON
MA 02210
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
617-951-5786

ReceiptFinancials

Total AUM
$5.4B
Accounts
16
Discretionary
$5.4B
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
16
AUM
$5.4B

Briefcase businessServices

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Services Offered
Other Services
Other Services
GENERAL PARTNER OR MANAGER OF PRIVATELY OFFERED POOLED INVESTMENT VEHICLES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
DEMA

HandshakeAffiliates

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Affiliates
Reported 29 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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