Wellington Funds US LLC

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Assets, Funds, Holdings

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Wellington Funds US LLC
CRD #288313
SEC #801-111643
CIK #
AUM $4.3 BB (71% Disc, 53% US, 2021-03-31)
Employees 4 (25% Investors, 0% Brokers)
Phone617-951-5786
Address280 Congress Street
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02009201320172022
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Pan European Small Cap Equity 2021-03-31 0.0
HF Wellington Blended Opportunistic EMD LP 2020-08-03 0.0
Other Wellington Compound Growth Cayman Ltd 2020-08-03 0.0
Other Emerging Markets Small Cap Discovery Fund Cayman Ltd [2019-12-10] 0.0 0.0
Other Emerging Markets Small Cap Discovery Fund LP [2019-12-10] 1.2 1.3
Other Emerging Markets Small Cap Discovery Master Fund Cayman LP 2019-12-10 1.3
HF Wellington Tax Managed Bond Fund Cayman Ltd [2019-12-10] 0.0 0.0
HF Wellington Tax Managed Bond Fund LP [2019-12-10] 0.0 0.0
HF Wellington Tax Managed Bond Master Fund Cayman LP 2019-12-10 0.0
Other Next Generation Vehicles Fund Cayman Ltd [2019-03-29] 3.1 156.8
View All
Form D Directors # Filings # Firms 2011 - 2021
Wellington Management Company LLP 64
Matthew Shea 22
Jonathan Conant 20
Helen Clement 17
Wellington Funds US LLC 14
Wellington Management Funds Inc 10
Sergio Betancourt 2
Wellington Management Singapore PTE Ltd 4
Amy Kramer 3
Wellington Management Hong Kong Limited 2
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,372.5
Wellington Management International Limited
132.4
Wellington Alternative Investments LLC
MA 45.2
Wellington Management Japan PTE Ltd
42.6
Wellington Management Singapore PTE Ltd
34.7
Wellington Management Hong Kong Limited
13.2
Wellington Funds US LLC
MA 4.3
Wellington Shields Capital Management LLC
NY 1.1
Wellington Consulting Services Inc
VA 0.9
Wellington Shields & Co LLC
NY 0.4
Wellington-Altus USA Inc
0.0
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TX 2.0
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McNab Pension LLC
NY 0.7
QCM Cayman Ltd
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Crystal Capital Partners LLC
FL 0.5
Triaxx Asset Management LLC
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Quantlab Capital Management LLC
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ACT Capital Management LLC
PA 0.0
ACP Venture Capital Management Fund LLC
NY 0.0
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