Wellington-Altus USA Inc

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Wellington-Altus USA Inc
CRD #297314
SEC #801-113668
CIK #
AUM $35.6 MM (2023-03-03)
Employees 42 (81% Investors, 0% Brokers)
Phone888-315-8729
Address201 Portage Avenue
Winnipeg Manitoba, Canada
Source [IAPD]
Total AUM ($MM)
40322416802010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 58 6.9
(b) Individuals (high net worth individuals) 33 28.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 118 35.6
By Discretionary
Discretionary 118 35.6
Non-Discretionary 0 0.0
Total 118 35.6
By Non-United States Persons
Non-United States Persons 8.6
United States Persons 27.0
Total 118 35.6
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,204.7
Wellington Management International Limited
101.3
Wellington Alternative Investments LLC
MA 43.4
Wellington Management Singapore PTE Ltd
29.4
Wellington Management Japan PTE Ltd
19.0
Wellington Management Hong Kong Limited
13.4
Wellington Funds US LLC
MA 5.2
Wellington Shields Capital Management LLC
NY 1.0
Wellington Consulting Services Inc
VA 1.0
Wellington Shields & Co LLC
NY 0.4
Wellington-Altus USA Inc
0.0
Wellington Management Co LLP
MA 0.0
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New Amsterdam Wealth Planning
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Beck Asset Management AG
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Bill Losey Retirement Solutions LLC
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RSD Advisors LLC
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Qapital Invest LLC
NY 0.0
FBD Asset Mgmt LLC
MN 0.0
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