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WELLINGTON MANAGEMENT HONG KONG LIMITED

Advisory

N·CENTRAL, HONG KONG

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

Total AUM

$14.2B

1-Year AUM Growth

-11.9%

3-Year CAGR

-3.5%

Employees

21

Assets Under Management

Total AUM$14.2B

Discretionary AUM$12.0B

Non-Discretionary AUM$2.2B

Discretionary %84.8%

Total Clients57

Team

Total Employees21

Investment Advisers105

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record41

First FilingOct 25, 2012

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 14+ 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 HONG KONG LIMITED

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