WELLINGTON MANAGEMENT COMPANY LLP

Latest filing: Jul 10, 2024 (112 days ago)

AUM

$1,282,732,502,947
6% change vs. 1 year ago
-7% change vs. 3 years ago
33% change vs. 5 years ago
55% change vs. 10 years ago

Employee Count

2,021
-6% change vs. 1 year ago
14% change vs. 3 years ago
19% change vs. 5 years ago
31% change vs. 10 years ago

Main Office

BOSTON, MA
280 CONGRESS STREET, BOSTON, MA, UNITED STATES, 02210

Client AUM

Discretion AUM
Discretionary $1,193.3
Non-Discretionary $89.4
Total $1,282.7
Client AUM
Retail $0.0
Pooled $882.1
Institutional $400.6
Total $1,282.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $112.7
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $74.7
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $71.8
J.P. MORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK-NY-USA $48.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $400.6
Retail SMA AUM $0.0
Institutional SMA AUM $400.6
Asset Class % AUM
Equity Exch 27% $108.2
Equity Non-Exch 0% $0.0
Govt Agency 8% $32.0
Municipal 5% $20.0
Sovereign 3% $12.0
IG Credit 29% $116.2
HY Credit 4% $16.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 1% $4.0
Cash 3% $12.0
Other 21% $84.1
Total 101% $404.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
WELLINGTON ALTERNATIVE INVESTMENTS LLC $50.6 226715
WELLINGTON MANAGEMENT JAPAN PTE. LTD. $18.1 165192
WELLINGTON MANAGEMENT HONG KONG LIMITED $11.8 165208
WELLINGTON FUNDS (US) LLC $5.0 288313
WELLINGTON GLOBAL PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED $0.0 -
CLIMATE INNOVATION I CO-INVEST GP LLC $0.0 -
WELLINGTON ALTERNATIVE INVESTMENTS GP LATE STAGE GROWTH LUXEMBOURG S.A R.L. $0.0 -
WELLINGTON MANAGEMENT AUSTRALIA PTY LTD $0.0 -
WELLINGTON MANAGEMENT SINGAPORE PTE. LTD. $0.0 -
WELLINGTON MANAGEMENT SWITZERLAND GMBH $0.0 -
WELLINGTON LUXEMBOURG, S.A R.L. $0.0 -
WELLINGTON FUNDS DISTRIBUTORS INC. $0.0 broker-dealer 152768
WELLINGTON MANAGEMENT FUNDS LLC $0.0 -
WELLINGTON MANAGEMENT CLO ADVISORS LLC $0.0 -
WELLINGTON MANAGEMENT EUROPE GMBH $0.0 -
WELLINGTON CLO GP LLC $0.0 -
WELLINGTON TRUST COMPANY, NA $0.0 trust company -
WELLINGTON BIOMEDICAL INNOVATION II GP L.P. $0.0 -
WELLINGTON CLIMATE INNOVATION I GP L.P. $0.0 -
WELLINGTON VENTURE INVESTMENTS I GP L.P. $0.0 -
WELLINGTON HADLEY HARBOR IV GP L.P. $0.0 -
WELLINGTON MANAGEMENT CANADA ULC $0.0 -
WELLINGTON PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED $0.0 -
WELLINGTON MANAGEMENT INTERNATIONAL LIMITED $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name Title
PETERSON, JAMES, SCOTT CHIEF COMPLIANCE OFFICER
KLAR, STEPHEN PRESIDENT
HYNES, JEAN, MARIE CHIEF EXECUTIVE OFFICER
KONZAL, GREGORY, SCOTT HEAD OF LEGAL, AMERICAS
MURPHY, ERIN, KIMBERLY CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
GREGORY WILLIAMS BOSTON MA S63|2009-11-09

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $1,282.7 $0.0 0% 2,021 0 0%
2024-04-02 $1,282.7 $0.0 0% 2,021 0 0%
2023-04-04 $1,204.7 $78.0 6% 2,139 -118 -6%
2022-04-01 $1,488.4 -$205.7 -14% 1,922 99 5%
2021-04-05 $1,372.5 -$89.8 -7% 1,775 246 14%
2020-04-01 $1,229.6 $53.1 4% 1,771 250 14%
2019-04-01 $965.3 $317.4 33% 1,699 322 19%
2018-04-02 $1,035.3 $247.4 24% 1,655 366 22%
2017-04-01 $945.1 $337.6 36% 1,619 402 25%
2016-04-01 $892.6 $390.1 44% 1,572 449 29%
2015-04-01 $892.1 $390.6 44% 1,600 421 26%
2014-04-01 $826.2 $456.5 55% 1,540 481 31%
2013-04-01 $744.5 $538.3 72% 1,500 521 35%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, AZ-03/31/2021, CA-08/28/1980, CO-03/29/2019, CT-06/23/1997, DC-04/07/2006, DE-04/18/2006, FL-04/25/1961, GA-03/23/2001, HI-03/16/2012, IA-03/29/2018, IL-04/16/1984, IN-04/01/2002, LA-03/16/2012, MA-04/01/2002, MD-10/09/1990, MI-04/13/1999, MN-10/10/1961, MO-01/23/1987, NC-12/14/2000, NE-04/01/2002, NH-03/31/2011, NJ-01/01/1961, NY-01/01/1984, OH-04/07/2006, PA-02/07/1997, SC-03/30/2020, TN-01/05/1998, TX-03/03/1998, VA-01/28/1988, WA-03/28/2008, WI-03/06/1980
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV