WELLINGTON ALTERNATIVE INVESTMENTS LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

of those in investment advisory functions:

Registration:

SEC, Approved, 4/29/2016

AUM:

50,597,889,121 16.61%

of that, discretionary:

50,597,889,121 16.61%

GAV:

52,780,929,771 -5.96%

Avg Account Size:

383,317,342 9.54%

SMA’s:

NO

Private Funds:

120 10

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
46B 40B 33B 27B 20B 13B 7B
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Director, Hedge Fund Group, Equity Long/Short | New York USA - eFinancialCareers
03/15/2024

See job details and apply here for this director, hedge fund group, equity long/short job in New York USA with Wellington Management Company, ...

efinancialcareers.com

Analyst, Healthcare Hedge Funds | eFinancialCareers
01/27/2024

Wellington Management Company, LLP, Boston, United States job: Apply for Analyst, Healthcare Hedge Funds in Wellington Management Company, LLP, ...

efinancialcareers.com

Watch Wellington's Samouilhan on Markets - Bloomberg
12/01/2023

Nick Samouilhan, Head of Multi-Asset Strategy for APAC at Wellington Management, discusses his market outlook and investment strategies.

Bloomberg

Emerging Markets Debt Hedge Fund Portfolio Manager - eFinancialCareers
11/18/2023

Wellington Management currently manages over $1tr on behalf of our clients worldwide. Our Hedge Fund business is approximately $22bn. Within this we ...

efinancialcareers.com

The FSA Spy market buzz – 10 November 2023 - Fund Selector Asia
11/10/2023

Dividend kings, JP Morgan's active drive, Wellington Management's biopharma video, M&G's investment mega trends, soaring hedge fund pay, Ray Dalio's ...

fundselectorasia.com

Hedge Fund and Insider Trading News: Israel Englander, Wellington Management, Balyasny Asset Management, CABA Capital, Nike Inc (NKE), Plains GP Holdings, L.P. (PAGP), and More
10/04/2023

Billionaire Buys Paul Allen’s Iconic French Riviera Villa (Bloomberg) Wellington Will Offer Alternative Investments on iCapital Platform (Institutional Investor) How a California Hedge Fund Bulldozed the State’s Labor Laws to Impose Some of the Harshest Noncompetes on Wall Street (Business Insider) When Will the Fed Stop Rate Hikes? Dimon, Ackman, Dalio May Have Reached a […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 75 $42,260,079,333
Private Equity Fund 33 $6,211,676,396
Securitized Asset Fund 1 $400,000,000
Other Private Fund 11 $3,909,174,042

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Private Funds



Employees




Brochure Summary

Overview

Wellington Alternative Investments LLC (WAI) is an indirect subsidiary of Wellington Management Group LLP (WMG), which is the parent holding company of the Wellington Management group of companies (collectively, Wellington Management). WAI is a Delaware limited liability company that acts as the general partner or manager of several privately-offered pooled investment vehicles exempt from registration under the Investment Company Act of 1940 (collectively, the Funds). The Funds pursue a range of investment strategies, including equity long / short, market neutral, quantitative equity, macro, relative value, multi-strategy, credit long / short and private equity. WAI is registered as a commodity pool operator (CPO) with the Commodity Futures Trading Commission (CFTC). WAI also provides non-discretionary portfolio advisory services to other clients (Accounts) who seek to pursue an investment strategy similar to one or more of the Funds employing a multi-strategy investment approach. Accounts are often customized to meet a client’s specific requirements. Initial account requirements or guidelines are generally established by agreement between WAI or an affiliate and the Account client and are typically stated in the portfolio advisory or management agreement. From time to time, WAI or its affiliate negotiates changes to these agreements with an Account client. As the general partner or manager to the Funds, WAI sets the investment objective, guidelines and restrictions for the Funds. WAI has appointed its affiliate, Wellington Management Company LLP (WMC), a Delaware limited liability partnership and indirect subsidiary of WMG, as investment manager to provide discretionary investment management and related services to the Funds. WMC is registered as an investment adviser with the
Securities and Exchange Commission (SEC) and as a commodity trading advisor with the CFTC. WAI may also appoint other Wellington Management affiliates as investment manager to one or more Funds in the future, including Wellington Management International Ltd, a limited company registered in England and Wales and an indirect subsidiary of WMG, Wellington Management Hong Kong Limited (WM Hong Kong), a private limited company organized under the laws of the Hong Kong Special Administrative Region of the People’s Republic of China and an indirect subsidiary of WMG, and Wellington Management Singapore Pte Ltd (WM Singapore), a limited liability company organized under Singapore law and an indirect subsidiary of WMG. WMC delegates certain discretionary investment management and related services to these affiliates in accordance with the terms of the relevant investment management or other agreement. Details on these affiliates have been provided in the Appendix. As of 31 December 2022, WAI had approximately $18.1 billion in assets under management on a discretionary basis. Discussions of the Funds in this brochure, including but not limited to their investments, the strategies used in managing the Funds, the fees and other costs associated with an investment in the Funds, and conflicts of interest faced by WAI and its affiliates in connection with management of the Funds and Accounts, are summaries intended only to provide required information on our business and practices to our advisory clients. These discussions are not intended for use in evaluating an investment in a Fund. Investors and prospective investors in a Fund should read the Fund’s confidential offering memorandum and governing documents (“offering documents”) for complete information on these matters. 5 | P a g e