Data / Investment advisers / Massachusetts / Wellington Management Company LLP
Wellington Management Company LLP, Boston, MA: $1.4 trillion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wellington Management Company LLP is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $1.4 trillion in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include investment companies, pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 77 private funds.
The request: Watch Wellington Management Company LLP (CRD number 106595): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106595
- SEC file number
- 801-15908
- SEC status
- Approved, effective October 30, 1979
- Main office
- 280 Congress Street, Boston, MA 02210
- Phone
- (617) 951-5000
- Website
- wellington.com
- Regulatory AUM
- $1,428,048,671,402 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $1,325,852,873,516
- Non discretionary AUM
- $102,195,797,886
- Accounts
- 1,559
- Employees
- 1,868, of which 497 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 77: 43 other private funds, 34 hedge funds
- Gross assets of private funds
- $44,371,342,822
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 209 | $636.36 billion |
| Pooled investment vehicles | 408 | $327.27 billion |
| Insurance companies | 452 | $144.99 billion |
| Other investment advisers | 27 | $86.40 billion |
| State or municipal government entities | 95 | $69.81 billion |
| Pension and profit sharing plans | 172 | $65.67 billion |
| Sovereign wealth funds and foreign official institutions | 48 | $51.57 billion |
| Charitable organizations | 74 | $18.61 billion |
| Banking or thrift institutions | 34 | $14.70 billion |
| Corporations or other businesses | 40 | $12.66 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.43 trillion | March 31, 2026 |
| December 1, 2025 | $1.31 trillion | November 4, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fidelity Management & Research Company LLC | Boston | $5.69 trillion | 1 | adviserinfo.sec.gov |
| Geode Capital Management, LLC | Boston | $1.74 trillion | Not listed | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 21 | adviserinfo.sec.gov |
| Strategic Advisers LLC | Boston | $1.37 trillion | Not listed | adviserinfo.sec.gov |
| MFS Investment Management | Boston | $514.05 billion | Not listed | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 12 | adviserinfo.sec.gov |
| Loomis, Sayles & Company, L.P. | Boston | $386.88 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wellington Management Company LLP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.