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Wellington-Altus USA Inc
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CRD # | 297314 |
SEC # | 801-113668 |
CIK # | |
AUM | $35.6 MM (2023-03-03) |
Employees | 42 (81% Investors, 0% Brokers) |
Phone | 888-315-8729 |
Address | 201 Portage Avenue Winnipeg Manitoba, Canada |
Source | [IAPD] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 58 | 6.9 |
(b) Individuals (high net worth individuals) | 33 | 28.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 118 | 35.6 |
By Discretionary | ||
Discretionary | 118 | 35.6 |
Non-Discretionary | 0 | 0.0 |
Total | 118 | 35.6 |
By Non-United States Persons | ||
Non-United States Persons | 8.6 | |
United States Persons | 27.0 | |
Total | 118 | 35.6 |
Related Firms | State | AUM ($BB) |
---|---|---|
Wellington Management Company LLP
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|
MA | 1,204.7 |
Wellington Management International Limited
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|
101.3 | |
Wellington Alternative Investments LLC
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|
MA | 43.4 |
Wellington Management Singapore PTE Ltd
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|
29.4 | |
Wellington Management Japan PTE Ltd
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|
19.0 | |
Wellington Management Hong Kong Limited
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|
13.4 | |
Wellington Funds US LLC
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|
MA | 5.2 |
Wellington Shields Capital Management LLC
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NY | 1.0 |
Wellington Consulting Services Inc
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|
VA | 1.0 |
Wellington Shields & Co LLC
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|
NY | 0.4 |
Wellington-Altus USA Inc
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0.0 | |
Wellington Management Co LLP
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MA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Parlin Advisors LLC
✚
|
NY | 0.0 |
Anchor Capital Management LLC
✚
|
NY | 0.0 |
J Mandwelle Capital Strategies LLC
✚
|
NY | 0.0 |
Secure Investment Management LLC
✚
|
AZ | 0.0 |
New Amsterdam Wealth Planning
✚
|
NY | 0.0 |
Beck Asset Management AG
✚
|
0.0 | |
Bill Losey Retirement Solutions LLC
✚
|
NY | 0.0 |
RSD Advisors LLC
✚
|
NY | 0.0 |
Qapital Invest LLC
✚
|
NY | 0.0 |
FBD Asset Mgmt LLC
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|
MN | 0.0 |