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Building 2WELLINGTON MANAGEMENT COMPANY LLP

Map pinBOSTON, MA
Phone617-951-5000
NotebookSEC #801-15908
Total AUM
$1.4T
Employees
1,868
Clients
1,559

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
617-951-5000
Other Offices
6

ReceiptFinancials

Total AUM
$1.4T
Accounts
1,559
Discretionary
$1.3T
Accounts
1,502
Non-Discretionary
$102.2B
Accounts
57

ContactClients

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Banking Clients
34
AUM
$14.7B
Investment Company Clients
209
AUM
$636.4B
Pooled Vehicle Clients
408
AUM
$327.3B
Pension/Profit Sharing Plan Clients
172
AUM
$65.7B
Charitable Organization Clients
74
AUM
$18.6B
Government Entity Clients
95
AUM
$69.8B
Investment Advisor Clients
27
AUM
$86.4B
Insurance Company Clients
452
AUM
$145B
Sovereign Wealth Fund Clients
48
AUM
$51.6B
Corporation or Business Clients
40
AUM
$12.7B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCACOCTDCDEFLGAHIIAILINLAMAMDMIMNMONCNENHNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 33 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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