RIA Intel›Advisers›Massachusetts›WELLINGTON MANAGEMENT COMPANY LLP

WELLINGTON MANAGEMENT COMPANY LLP

Institutional

N·BOSTON, MA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$1.4T

1-Year AUM Growth

+1.8%

3-Year CAGR

-4.3%

Employees

497

Assets Under Management

Total AUM$1.4T

Discretionary AUM$1.3T

Non-Discretionary AUM$102.2B

Discretionary %92.8%

Total Clients1,540

Team

Total Employees497

Investment Advisers1,868

Employee Growth (1Y)-11.5%

Private Funds

Number of Private Funds81

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record110

First FilingJan 31, 2001

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 110 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WELLINGTON MANAGEMENT COMPANY LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.