Falists
← Back to search

WELLINGTON MANAGEMENT COMPANY LLP

CRD 106595 · SEC 801-15908

Visit website

280 CONGRESS STREET, BOSTON, MA, 02210, United States

Phone

617-951-5000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.43T

Discretionary AUM

$1.33T

Team

1868 total employees; 497 advisory reps; 52 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Partnership

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Banking/thrift institutions34$14.70B
Investment companies209$636.36B
Pooled investment vehicles408$327.27B
Pension/profit sharing plans172$65.67B
Charitable organizations74$18.61B
State/municipal entities95$69.81B
Other investment advisers27$86.40B
Insurance companies452$144.99B
Sovereign wealth funds48$51.57B
Corporations/business entities40$12.66B

States served

AZ, CA, CO, DE, DC, GA, IL, IN, IA, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD