SourcingSourcing

WELLINGTON MANAGEMENT COMPANY LLP

C32
CRD 106595·SEC 801-15908·BOSTON, MA
AUM
$1428.05B
$1B+
Est. Revenue
$14.28B
@ 1% on AUM
Est. EBITDA
$4.28B
@ 30% margin
Est. Deal Value
$34.27B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELLINGTON MANAGEMENT COMPANY LLP
CRD
106595
SEC file #
801-15908
EIN
000000000
DBA names
—

Economics

AUM
$1428.05B
AUM band
$1B+
AUM trajectory
'20'26
$1181.96B → $1428.05B▲ +21%
Client mix
Insurance Companies452
Pooled Investment Vehicles408
Investment Companies209
Pension Profit Sharing Plans172
State Or Municipal Govt95

Operations

Employees (total)
1,868
Advisory staff (per ADV)
497
Advisory staff (5-yr trend)
'20'26
571 advisors → 497 advisors▼ -13%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
wellington.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELLINGTON INVESTMENT ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
WELLINGTON INVESTMENT ADVISORS
HYNES, JEAN, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WELLINGTON.COM
Rdap Domain Creation Date
1998-12-03T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
134
Form 5500 Total Participants
6,950
Form 5500 Total Compensation
100,286,100
Form 5500 Compensation Trajectory 3y
202597,799,719
20262,486,381
20240
Form 5500 Plan Count Trajectory 3y
2025124
20267
20243
Schedule C Total Compensation
100,286,100
Schedule C Service Provider Rows
134

SEC EDGAR

Edgar Cik
0001625215
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2014-11-24
Edgar Last Filing Date
2017-07-14
Edgar Form D Count
5
Edgar Form D Offerings
2017-07-142017-07-14 · 0000919574-17-005439
2016-07-142016-07-14 · 0000919574-16-014133

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street455
Jpmorgan9
E*trade4
Northern Trust3
Goldman Sachs2
Edgar Addresses
Mailing
WELLINGTON ALTERNATIVE INVESTMENTS LLC280 CONGRESS STREETBOSTON, MA 02210
Business
WELLINGTON ALTERNATIVE INVESTMENTS LLC280 CONGRESS STREETBOSTON, MA 02210
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-07-14 · 0000919574-17-005439
D/A2016-07-14 · 0000919574-16-014133
Fee Schedule
Bracket Vi27
Bracket I25
Bracket Xii23
Bracket Iii9
Bracket Iv4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-12T19:06:44Z
Rdap Domain Last Changed
2025-11-09T06:19:32Z
Rdap Nameservers
Dns1.p09.nsone.netDns2.p09.nsone.netDns3.p09.nsone.netDns4.p09.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (7)

7
HYNES, JEAN, MARIE
Executive Officer · 2.5%
4330808
KLAR, STEPHEN
Executive Officer · 2.5%
6111785
Coyne, Laura, Ann
Executive Officer · 2.5%
7053320
Kramer, Amy, Beth
Executive Officer · 2.5%
6787112
Murphy, Erin, Kimberly
Executive Officer · 2.5%
7612799
SPEEDE, IHSAN, K.
Executive Officer · 2.5%
7949173
GREGORY LANCE WILLIAMS
IAR
5697949