Asset manager · Boston, MA
Wellington Management Company LLP
SEC-registered investment adviser · CRD 106595 · SEC 801-15908
At a glance
Wellington Management Company LLP is an SEC-registered investment adviser based in Boston, Massachusetts, with $1.4 trillion in regulatory assets under management as of its Form ADV filed July 9, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 14th of 3,218 asset managers and 16th of 17,210 SEC-registered advisers by assets.
Main office 617-951-5000wellington.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.43T
- Rank among asset managers
- #14 of 3,218
- Rank among all SEC RIAs
- #16 of 17,210
- Rank in Massachusetts
- #3 of 627
- Clients
- 1,559
- Accounts
- 1,559
- Discretionary
- 93% of AUM
- Employees
- 1,868
- Advisory staff
- 497
- Offices
- 7
Owners and executives on its Form ADV
- Jean M. HynesChief Executive Officer, President
- Erin K. MurphyChief Financial Officer
- Ihsan K. SpeedeChief Compliance Officer
- Laura A. CoyneHead of Legal, Americas
- Amy B. KramerChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Wellington Management Company LLP is a hybrid RIA: 63 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Wellington Funds Distributors Inc..
- Wellington Funds Distributors Inc. ↗CRD 152768
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 209 | $636B | 45% |
| Pooled investment vehicles | 408 | $327B | 23% |
| Insurance companies | 452 | $145B | 10% |
| Other investment advisers | 27 | $86B | 6% |
| State or municipal government entities | 95 | $70B | 5% |
| Pension and profit sharing plans | 172 | $66B | 5% |
| Sovereign wealth funds and foreign official institutions | 48 | $52B | 4% |
| Charitable organizations | 74 | $19B | 1% |
| Banking or thrift institutions | 34 | $15B | 1% |
| Corporations or other businesses | 40 | $13B | <1% |
Private funds
Wellington Management Company LLP reports 77 private funds with $44B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Wellington Management Company LLP answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗wellington.com ↗
AtlasMembers
The full record on Wellington Management Company LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 28 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wellington Management Company LLP manage?
Wellington Management Company LLP reports $1.4 trillion in regulatory assets under management across 1,559 accounts, 93% of it on a discretionary basis, on its Form ADV filed July 9, 2026.
What kind of firm is Wellington Management Company LLP?
Wellington Management Company LLP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Wellington Management Company LLP’s clients?
By assets, its largest client types are investment companies ($636.4 billion, 209 clients); pooled investment vehicles ($327.3 billion, 408 clients); insurance companies ($145.0 billion, 452 clients).
Does Wellington Management Company LLP manage private funds?
Yes. It reports 77 private funds with $44.4 billion in gross assets, including hedge funds, other private funds.
Does Wellington Management Company LLP have any disciplinary history?
Wellington Management Company LLP answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Wellington Management Company LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →