WELLINGTON MANAGEMENT COMPANY LLP
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Company Profile
| AUM* | 1,557,528,962,671 14% |
| of that, discretionary | 1,452,450,478,019 14% |
| Number of Employees | 2,042 -8% |
| of those in investment advisory functions | 529 -10% |
| Private Fund GAV* | 144,654,981,583 37% |
| Avg Account Size | 866,738,432 25% |
| SMA’s | Yes |
| Private Funds | 243 |
Adviser Type
- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Client Types
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
Recent News
Reported AUM
1,650B
1,414B
1,179B
943B
707B
471B
236B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date01/16/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date04/17/2024 | Form ADV-E View Report |
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