Wells Capital Management Incorporated

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Wells Capital Management Incorporated
CRD #104973
SEC #801-21122
CIK #1075869, 743267, 1242588
AUM $349.9 BB (100% Disc, 89% US)
Employees811 (47% Investors, 9% Brokers)
Phone415-396-8000
Address525 Market St
San Francisco, CA 94105
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3702962221487402000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Emerging Markets Small Cap Fund A Series of 525 Market Street Fund LLC [2017-12-18] 10.0 8.4
Other NDT USLV Fund LP [2016-09-13] 159.7 155.7
HF Global Long Short Equity Fund II LP [2016-08-30] 216.6 194.3
HF Global Long Short Equity Fund Ltd [2016-08-30] 176.0 133.7
Other Floating Rate Loan Fund A Series of 525 Market Street Fund LLC [2016-05-19] 160.8 120.0
Other Emerging Markets Equity Fund A Series of 525 Market Street Fund LLC [2016-05-18] 1,785.8 1,065.2
Other US Core Fixed Income Fund A Series of 525 Market Street Fund LLC [2016-05-18] 3,297.8 1,462.4
HF US Equity Market Neutral Fund LP [2016-04-04] 28.3 1.2
Other All Country World Low Volatility Equity Fund LP [2016-03-30] 82.1 72.0
Other Emerging Markets Equity Income Fund A Series of 525 Market Street Fund LLC [2016-02-03] 306.1 275.9
View All
Fund Directors # Filings # Firms 2011 - 2020
Paul Stevenson 28 19
Kirk Hartman 22 1
Siobhan Foy 22 1
Jon Baranko 22 1
Karen Norton 22 1
Amru Khan 15 1
Sallie Squire 15 1
J Germany 14 1
Wells Capital Management Inc 10 1
for Institutional Investments Wells Fargo Trust 10 1
Related Firms State AUM ($BB)
Wells Fargo Clearing Services LLC
MO 433.2
Wells Capital Management Incorporated
CA 349.9
Wells Fargo Funds Management LLC
CA 203.5
Wells Fargo Advisors Financial Network LLC
MO 47.5
Wells Fargo Bank NA
10.1
Wells Fargo Investment Institute Inc
NC 5.9
Wells Fargo Asset Management International LLC
5.2
Wells Fargo Asset Management International Limited
2.1
Comparable Firms State AUM ($BB)
Mellon Investments Corporation
MA 442.4
Franklin Advisers Inc
CA 423.7
Geode Capital Management LLC
MA 368.1
Western Asset Management Company LLC
CA 358.6
Columbia Management Investment Advisers LLC
MA 323.1
Parametric Portfolio Associates LLC
WA 266.0
Loomis Sayles & Company LP
MA 230.3
Wells Fargo Funds Management LLC
CA 203.5
Nikko Asset Management Co Ltd
196.8
Manulife Asset Management US LLC
MA 182.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com