Overview
Assets Under Management: $1282.7 billion
Headquarters: BOSTON, MA
Frequently Asked Questions
WELLINGTON MANAGEMENT COMPANY LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106595), WELLINGTON MANAGEMENT COMPANY LLP is subject to fiduciary duty under federal law.
WELLINGTON MANAGEMENT COMPANY LLP is headquartered in BOSTON, MA.
According to their SEC Form ADV, WELLINGTON MANAGEMENT COMPANY LLP offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WELLINGTON MANAGEMENT COMPANY LLP manages $1282.7 billion in client assets according to their SEC filing dated July 10, 2024.
According to their SEC Form ADV, WELLINGTON MANAGEMENT COMPANY LLP serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 1,559
Discretionary Accounts: 1,511
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 106595
Filing ID: 1887799
Last Filing Date: 2024-07-10 17:23:00