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Wellington Management Company

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Title: Wellington Management Company  
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Subject: Veracode, List of asset management firms, Bank of America, Greater Boston
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Wellington Management Company

Type Private limited liability partnership
Industry Investment management
Founded Philadelphia, Pennsylvania (1928)
Headquarters Boston, Massachusetts, USA
Products Investment management, Mutual funds

Wellington Management Company is a private, independent investment management company. The firm has client assets under management totalling over US$904 billion, and serves as investment advisor for over 2,100 institutional clients in over 50 countries.[1] Assets are invested using a broad range of asset classes and investment approaches. The company invests in the public equity, fixed income and alternative markets all around the world.

In 1928, [3]

The company's London office was opened in 1983, Singapore in 1996, Tokyo and Sydney in 1997, Hong Kong in 2003, and Beijing in 2007.

Wellington Management has a presence in nearly all sectors of the liquid, global securities markets.[4] The Wellington Fund is one of the oldest surviving American mutual funds, which has been co-managed with Vanguard funds since 1929. They also manage the Wellesley Income Fund for Vanguard, which is considered the mirror image of the Wellington Fund.

Insider Trading Probe

On November 23, 2010, Wellington Management Company turned over documents solicited by U.S. federal investigators regarding an alleged case of insider trading. Wellington directors delivered the unspecified documents to investigators; no comment was made by the company on the information delivered.[5]



  1. ^ Wellington Management - Overview, retrieved 2011-04-07 
  2. ^ "Wellington Fund Founder Dies". Journal of Accountancy. Retrieved 9 September 2014. 
  3. ^ "The Whiz Kids Takeover". Institutional Investor. Retrieved 9 September 2014. 
  4. ^ Kerber, Ross (December 4, 2008), "More job losses for Hub's financial sector",  
  5. ^ Wee, Gillian (November 23, 2010), "Wellington Said to Get Document Request From U.S. in Insider-Trading Probe",  

External links

  • Official website
  • Investment firm’s secrets slip out

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