The WELLINGTON GROUP is a privately held investment adviser that advises $1,557.53Bn in regulatory assets under management held in 5 SEC fund types across 12 investment strategies. WELLINGTON GROUP is a Public/Private Fund Assets decreased by 5.28% over the last 5-years.
The Group has been registered with the SEC for 46.78 years and is comprised of 5 filing and 1 relying advisers. They operate out of 9 office locations with their Headquarters at 280 CONGRESS STREET, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 27 US and Non-US bodies.
They have 2,040 employees comprised of 528 investment and 1,512 non-investment staff. The total number of Employees decreased by 14.36% over the last 5-years.
Their $1,557.53Bn in assets advised are owned by 577 private funds, 209 public funds and BDCs and 1,011 other accounts. Assets of Investment Companies (IC) clients own $636.36Bn or 40.86% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $430.59Bn or 27.65% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 42.13%, 40.03% and 13.83% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 25 Fund Administrators, 2 Fund Auditors, 9 Prime Brokers, 24 Custodians and 34 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WELLINGTON GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 16 funds.