Institutional
    SEC Registered

    Wellington Alternative Investments

    Registered investment advisor · Boston, Massachusetts · CRD #226715

    Assets Under Management
    $92.2B
    Client Accounts
    124
    Employees
    2
    CRD Number
    226715
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wellington Alternative Investments

    Wellington Management is a private investment management firm based in Boston, Massachusetts, with over $1 trillion in client assets under management. Founded in 1928, it is one of the largest privately held asset managers globally, serving more than 2,150 institutions across over 65 countries. Its diverse client base includes central banks, pension funds, endowments, family offices, and wealth managers. The firm offers a wide range of investment management services, including equity investment

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Wellington Alternative Investments

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wellington Alternative Investments's AUM?

    Wellington Alternative Investments reports approximately $92.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wellington Alternative Investments headquartered?

    Wellington Alternative Investments is headquartered in Boston, Massachusetts.

    What is Wellington Alternative Investments's CRD number?

    Wellington Alternative Investments's CRD number is 226715. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wellington Alternative Investments manage?

    Wellington Alternative Investments manages approximately 124 client accounts according to its latest SEC filing.

    Is Wellington Alternative Investments SEC registered?

    Yes, Wellington Alternative Investments is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Massachusetts

    Fidelity Management & Research Company LLC
    Boston, MA · $5.7T AUM
    Geode Capital Management, LLC
    Boston, MA · $1.7T AUM
    Wellington Management Company LLP
    Boston, MA · $1.4T AUM
    Ssga Funds Management, Inc.
    Boston, MA · $1.4T AUM
    Strategic Advisers LLC
    Boston, MA · $1.4T AUM
    Mfs Investment Management
    Boston, MA · $514.1B AUM
    See all top RIA firms in Massachusetts →

    Research firms like Wellington Alternative Investments at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial