SourcingSourcing

WELLINGTON ALTERNATIVE INVESTMENTS LLC

C37
CRD 226715·SEC 801-107461·BOSTON, MA
AUM
$92.17B
$1B+
Est. Revenue
$921.7M
@ 1% on AUM
Est. EBITDA
$276.5M
@ 30% margin
Est. Deal Value
$2.21B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELLINGTON ALTERNATIVE INVESTMENTS LLC
CRD
226715
SEC file #
801-107461
EIN
000000000
DBA names
Wellington Alternative Investments

Economics

AUM
$92.17B
AUM band
$1B+
AUM trajectory
'20'26
$45.15B → $92.17B▲ +104%
Client mix
Pooled Investment Vehicles124

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
13 advisors → 1 advisors▼ -92%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/wellington-management(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELLINGTON MANAGEMENT FUNDS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WELLINGTON MANAGEMENT FUNDS
TAGLIONE, CARMINE, A
Solo Advisor Indicator
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001607819
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2014-05-12
Edgar Last Filing Date
2018-07-13
Edgar Form D Count
6
Edgar Form D Offerings
2018-07-132018-07-13 · 0000919574-18-004780
2017-07-142017-07-14 · 0000919574-17-005417

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street486
Goldman Sachs112
Morgan Stanley66
Jpmorgan51
U.s. Bank10
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/A2018-07-13 · 0000919574-18-004780
D/A2017-07-14 · 0000919574-17-005417
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (2)

2
TAGLIONE, CARMINE, A
Executive Officer · 2.5%
4936146
SPEEDE, IHSAN, K.
Executive Officer · 2.5%
7949173