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| Wellington-Altus USA Inc
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|
|
|---|---|
| CRD # | 297314 |
| SEC # | 801-113668 |
| CIK # | |
| AUM | $84.1 MM (2024-08-27) |
| Employees | 51 (94% Investors, 0% Brokers) |
| Phone | 888-315-8729 |
| Address | 201 Portage Avenue Winnipeg Manitoba, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 26.5 |
| (b) Individuals (high net worth individuals) | 28 | 57.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 192 | 84.1 |
| By Discretionary | ||
| Discretionary | 192 | 84.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 192 | 84.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 76.2 | |
| Total | 192 | 84.1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,282.7 |
|
Wellington Management International Limited
✚
|
101.3 | |
|
Wellington Alternative Investments LLC
✚
|
MA | 50.6 |
|
Wellington Management Japan PTE Ltd
✚
|
18.1 | |
|
Wellington Management Hong Kong Limited
✚
|
11.8 | |
|
Wellington Funds US LLC
✚
|
MA | 5.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.2 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 0.9 |
|
Wellington Shields & Co LLC
✚
|
NY | 0.4 |
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Wellington Management Singapore PTE Ltd
✚
|
0.0 | |
|
Wellington Management Co LLP
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Gilbert Financial LLC
✚
|
NY | 0.1 |
|
Fox Financial Services Inc
✚
|
NY | 0.1 |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |