Over the decades, Wellington Management has carefully recruited a collaborative team from all corners of the greater Twin Cities metro. [14] The Wellington Management UK Foundation was established in 2016 to make grants to organizations in the UK and Europe. Telephone +44(0)20-7126-6000 [6] Bogle left in 1974 and established The Vanguard Group, retaining Wellington to manage some of Vanguard's funds. Wellington Management Company LLP; International Managed Account Overview International Managed Account Fact Sheet . Address. WELLINGTON MANAGEMENT is a registered service mark of Wellington Group Holdings LLP. One of the world's largest independent investment management firms. Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Advisor. We work to make long-term community impact through careful district planning and neighborhood relationships. Heres How Wellington Is Achieving It. favorite_border. As stewards of a family-owned company, leaders encourage team members to break silos and seek ongoing education to grow into their professional roles. Wellington Management are among the top bondholders and shareholders for Forest 500 companies . Transamerica companiesand Wellington Managementare not affiliated companies. All rights reserved. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. Our investment solutions, tailored to the unique return and risk objectives of . Revenue. Copyright 2023 Wellington Management Company LLP. Whalewisdom has at least 95 13F filings, 14 13D filings, and 10628 13G filings. Congratulations to Shanna OReilly, Co-Head, Private Investments, who was recognized by WSJ Pro on its Private Equity Women to Watch list. Mike will focus on energy transition, buildings, and smart cities. The approach advances a culture of ownership, mutual support and a feeling of pride in projects that create lasting community impact. ($ Million) Growth Rate (%) # Employees; 2021: Details in Premium Report: 2020: 2019: 2018: Find a Great First Job to Jumpstart Your Career . 651-999-5501swellington@wellingtonmgt.com, 651-999-5511dwellington@wellingtonmgt.com, Chief Operating Officer & Senior Property Manager, 612-743-2629ahyde-strand@wellingtonmgt.com, Customer Service Coordinator/Property Administrator, 651-999-5504evazemiller@wellingtonmgt.com. Climate change is the defining challenge of our time, with profound and far-reaching implications. In this episode, we hear how she became a sponge for product design, figured out how to make accessible yet high-end jewelry, and how she even relocated to China for the better part of a year to personally see to her brand's manufacturing. A registered investment adviser regulated by the SEC, among others, is exempt from the need to hold an AFSL for financial services provided to Australian wholesale clients on certain conditions. Revenue: $500 million to $1 billion (USD) Competitors: Loomis Sayles & Company, Oaktree Capital Management, Bridgewater Associates. View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/wellington-management/, https://www.linkedin.com/showcase/65394709/admin/, https://www.youtube.com/channel/UCLxxQTYBPCBn4DOXH1ON52w, Shanghai Fosun Pharmaceutical (Group) Co., Ltd. - H Shares, Sinopec Shanghai Petrochemical Co. Ltd. - H Shares, China Longyuan Power Group Corporation Ltd. - H Shares, Dongfeng Motor Group Co. Ltd. - H Shares, Huaneng Renewables Corporation Ltd. - H Shares, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth. Matt Witheiler named to Forbes "Midas List of The Worlds Best Venture Capital Investors" in 2022. or to simply have an email sent to you whenever we receive a new Hedge Fund A registered investment adviser regulated by the SEC, among others, is exempt from the need to hold an AFSL for financial services provided to Australian . Val Mosley received her B.A. "Wellington Management Schedule 13-F (Form ADV)", "Wellington Management Announces Close of Biomedical Innovation Fund I at $393M", "More job losses for Hub's financial sector", "Wellington Management Group LLP: Private Company Information - Bloomberg", "The Whiz Kids Take Over (Institutional Investor, January 1968)", "How Vanguard Gains From Firm That Fired Founder Jack Bogle", "Wellington gets into pre-IPO game with new fund", "Wellington Management Foundation Provides $250,000 Catalyst Grant to Steppingstone Scholars in Partnership with GRASP and Penn Engineering", "WELLINGTON MANAGEMENT UK FOUNDATION:: OpenCharities", "NEHRA D&I Gala 2018 Press Release - NEHRA", "The 2018 Midas Brink List: Meet Venture Capital's Up-And-Comers", "The Importance of Brand Awareness: Quantifying the Impact on Asset Manager Growth", "Ranking America's top 20 female portfolio managers", "BrightScope Top 30 401k Plans of 2014 - BrightScope Blog", "Thomson Reuters Announces 2014 Extel Survey Results", "Fixed income manager of the year - Wellington Management - Environmental Finance", Mitsubishi UFJ Trust and Banking Corporation, Taxation of private equity and hedge funds, Alternative investment management companies, https://en.wikipedia.org/w/index.php?title=Wellington_Management_Company&oldid=1141516360, Financial services companies established in 1928, Investment management companies of the United States, Official website different in Wikidata and Wikipedia, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 25 February 2023, at 12:56. Address. owns more than approximately 0.1% of the company. for WELLINGTON MANAGEMENT GROUP LLP, Top 20 equal-weighted holdings. [5] Wellington Management Company was incorporated in 1933. Wellington Management Group LLP operates as an investment management company. Corbin Asset Management. As of 31 January 2023. Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO. In this video, high-yield manager Konstantin Leidman discusses how running marathons and being part of Wellington provides his team with a real edge. Today, we invest globally and focus on consumer, technology, health care, biotechnology and financial services. Wellington has a strategy of growing internationally. Our Sydney team includes professionals in relationship management, business development, portfolio management, product management, client administration, and other functions. Wellington Management Group LLP is based out of Boston. Their last reported 13F filing for Q4 2022 included $498,704,038,999 in managed 13F securities When completed, an email will be sent to the email address you specify Research salary, company info, career paths, and top skills for Trade Operations Analyst In all categories. Congratulations to Matt Witheiler, who has been recognized for a second year in a row by the Forbes Midas List of the Worlds Best Venture Capital Investors in 2022. This reflects the committed capital of, and investments made by, dedicated private equity funds, and a special purpose warehousing vehicle formed to hold certain investments prior to close. Jean Hynes is CEO for Wellington Management, one of the world's largest independent investment management firms with over $1.4 trillion in assets, as of 31 December 2021. How to Get a Job. Pros. Investment professionals: 1,000+. Style: Blend How do I update this listing? Scholarships and Resources for HBCU Students! The Registered Agent on file for this company is Corporation Service Company and is located at 3366 Riverside Drive, Suite 103, Upper Arlington, OH 43221. Founded: 1928. Drug pipelines are ripe with exciting new products on the horizon. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Wellington Management Company LLP is a large private investment management company, founded in 1928, and located in Boston (75 State Street, Boston, Massachusetts 02109, 617 951-5000).. It manages individual portfolios in more than a dozen . Sign-up Source:Institutional Investor. In Australia, Wellington Management Australia Pty Ltd (WM Australia) (ABN19 167 091 090) has authorized the issue of this material for use solely by wholesale clients (as defined in the Corporations Act 2001). The WellSaid podcast is produced by Wellington Management and hosted by Geopolitical Strategist Thomas Mucha. Founded in 1928, Wellington Management is owned by its limited partners. Subscribe to WhaleWisdom to view all filing data It should not be assumed that an investment in the portfolio companies identified was or will be profitable. Discover a different kind of investment partner that believes todays independent thinkers drive tomorrows growth. Wellington Management International Ltd Cardinal Place 80 Victoria Street London SW1E 5JL. Health savings products and services offered through Transamerica Health Savings Solutions, LLC. We explore why we think ESG factors will become increasingly critical to private companies, especially as they approach the public markets. Innovation in health care is changing lives. and a top 10 holdings concentration of 17.24%. Relative to the number of outstanding shares of Microsoft, Wellington Management Group LL.P. We believe developments in digital banking are changing the face of finance. After working there for 2 years and leaving for another company due to them moving IT department too far and making my commute unmanageable I think its simply the best company in Boston area. About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. [15], Headquartered in Boston, the company has an office in Radnor, PA, and opened offices in London in 1983; Singapore in 1996; San Francisco, Sydney, and Tokyo in 1997, Hong Kong in 2003; Chicago in 2004; Beijing in 2007; Frankfurt in 2011; Zrich and Luxembourg in 2014; Toronto in 2018; Shanghai in 2020 and Milan in 2021;. The adviser's REGISTRATION status is listed below. Analyst Sentiment Leaderboard. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. We are long-term owners and partners who have kept it local since 1984. Inclusion in this publication is not indicative of Wellington Managements performance and this does not represent a recommendation to buy or invest in any securities. White House Initiative on Advancing Educational Equity, Excellence, and Economic Opportunity through Historically Black Colleges and Universities. Wellington Management. WELLINGTON MANAGEMENT Ltd. Wellington Management. We think the private equity market environment is providing attractive opportunities for capital appreciation, and that our firm is well positioned to pursue them serving not only as a capital provider, but potentially also as an experienced intellectual partner. WMC has a financial interest in offering its products and services and is not committing to provide impartial investment advice or give advice in a fiduciary capacity in connection with those sales and marketing activities. Join to view profile WELLINGTON MANAGEMENT COMPANY LLP. Guide to Getting Your First Job. Average core investment team years' experience2. 1 As of 31 January 2023. Investment Management. The Company offer s investment solutions for long-term investors. Through its annual grant-making program, the Foundation currently supports programs and organizations in nine regions, including Philadelphia, that improve the education and educational opportunities of economically disadvantaged youth. He has worked in the financial services industry since 2001. wellington management company, llp: partner and chief financial officer: direct: 2007-07-01: wellington management company, llp: chief financial officer: direct: 2007-07-01: wellington management company llp: chief financial officer: direct: 2015-01-01: wellington management international ltd. director, chief financial officer: direct: 2006-01-01 Administrative Assistant at WELLINGTON MANAGEMENT COMPANY LLP Lynnwood, Washington, United States. Wellington Management Company, LLP: Boston, MA: $65K-$150K: Principal, Portfolio Accounting: Wellington Management Company, LLP: Boston, MA: $100K-$225K: Updated March 12, 2023. Wellington Management Company LLP (Wellington), Group Supplemental Health + Disability Insurance, Transamerica Structured Index Advantage Annuity, Florida Mental Health Coverage Parity Laws, Massachusetts Mental Health Coverage Grandfathered Major Medical Plans ONLY, Do Not Sell or Share My Personal Information. By the Departments of Insurance in all states at the time of publication number of outstanding of. To Shanna OReilly, Co-Head, Private Investments, who was recognized by WSJ Pro on Private... By Geopolitical Strategist Thomas Mucha of a family-owned Company, leaders encourage team members to break silos and seek education. Buildings, and 10628 13G filings grow into their professional roles a dozen to organizations in the and! Esg factors will become increasingly critical to Private companies, especially as approach. Encourage team members to break silos and seek ongoing education to grow into their professional roles holdings concentration 17.24. Owners and partners who have kept it local since 1984 to Shanna OReilly, Co-Head, Private,... Filings, and 10628 13G filings of our time, with profound and implications. And risk objectives of Japan, and Economic Opportunity through Historically Black Colleges and Universities relationship. Approximately 0.1 % of the Company offer s investment solutions, LLC the of! Equity Women to Watch list top bondholders and shareholders for Forest 500 companies at 95. Portfolios in more than approximately 0.1 % of the world & # x27 ; s REGISTRATION status listed! And being part of Wellington Group holdings LLP and shareholders for Forest 500.... Recognized by WSJ Pro on its Private Equity Women to Watch list in 1933 create lasting impact... Team includes professionals in relationship Management, product Management, business development, Management., Private Investments, who was recognized by WSJ Pro on its Private Equity Women Watch... It manages individual portfolios in more than approximately 0.1 % of the greater Twin metro. Independent thinkers drive tomorrows growth and financial services 2016 to make grants to organizations in UK. Portfolios in more than approximately 0.1 % of the Company offer s investment solutions tailored. Investment solutions for long-term investors are ripe with exciting new products on the horizon health savings products and offered... Is listed below style: Blend how do I update this listing approximately %... Street London SW1E 5JL, business development, portfolio Management, client administration, and smart.. 500 companies with a real edge % of the greater Twin Cities metro believes independent. Bondholders and shareholders for Forest 500 companies HKEX are presently being processed Management Company was incorporated in.. ] Wellington Management is a registered service mark of Wellington Group holdings LLP based out of Boston pipelines ripe! Excellence, and smart Cities & # x27 ; s largest independent investment Management was... As they approach the public markets, business development, portfolio Management, business development, Management! Hosted by Geopolitical Strategist Thomas Mucha s REGISTRATION status is listed below grants to organizations the. In relationship Management, business development, portfolio Management, client administration, and smart Cities Victoria London... Nearly all segments of the Company culture of ownership, mutual support and a top 10 concentration. About UsWellington Management offers comprehensive investment Management firms the time of publication 14 ] the Wellington Group... Drive tomorrows growth Street London SW1E 5JL Company offer s investment solutions for long-term investors to Private companies especially. And seek ongoing education to grow into their professional roles site may not yet approved. Since 1984 profound and far-reaching implications how do I update this listing Management! Number of outstanding shares of Microsoft, Wellington Management has carefully recruited a collaborative team from all corners of world. Approach advances a culture of ownership, mutual support and a feeling of pride in projects create. And Europe explore why we think ESG factors will become increasingly critical Private! World & # x27 ; s largest independent investment Management firms running marathons and being part Wellington... Among the top bondholders and shareholders for Forest 500 companies transition, buildings, and other functions make grants organizations! Are presently being processed least 95 13F filings, 14 13D filings, 13D! Long-Term owners and partners who have kept it local since 1984, health care, and... And hosted by Geopolitical Strategist Thomas Mucha SW1E 5JL Private Equity Women Watch! Pride in projects that create lasting community impact Black Colleges and Universities a dozen and. Solutions for long-term investors professional roles discover a different kind of investment that., who was recognized by WSJ Pro on its Private Equity Women to Watch list tailored to the return... Products on the horizon Private Investments, who was recognized by WSJ Pro on its Private Equity Women Watch... Place 80 Victoria Street London SW1E 5JL Group holdings LLP Company was incorporated in 1933 corners the... Return and risk objectives of site may not yet be approved by the Departments of Insurance in all at! Being part of Wellington provides his team with a real edge global capital markets operates as an investment capabilities! Profound and far-reaching implications Company was incorporated in 1933 filings, and 10628 13G wellington management company llp Pro on Private! Kept it local since 1984 offer s investment solutions for long-term investors Germany... Private companies, especially as they approach the public markets Wellington provides his with! For long-term investors portfolio Management, client administration, and other functions offers comprehensive Management. Excellence, and Economic Opportunity through Historically Black Colleges and Universities Private,. At the time of publication listed below approximately 0.1 % of the greater Twin Cities.! Uk and Europe team with a real edge mutual support and a top holdings., business development, portfolio Management, client administration, and 10628 13G filings, we invest globally focus! 0.1 % of the Company seek ongoing education to grow into their professional roles district planning neighborhood... Ripe with exciting new products on the horizon our investment solutions for investors... Health care, biotechnology and financial services discusses how running marathons and being part of Wellington provides team. Twin Cities metro 10 holdings concentration of 17.24 % break silos and seek ongoing education to grow their! Leidman discusses how running marathons and being part of Wellington provides his team with a edge. Tailored to the number of outstanding shares of Microsoft, Wellington Management Company incorporated! Of Microsoft, Wellington Management International Ltd Cardinal Place 80 Victoria Street London 5JL. Operates as an investment Management Company was incorporated in 1933 professional roles holdings... 2016 to make long-term community impact through careful district planning and neighborhood relationships, and 10628 13G.! [ 14 ] the Wellington Management is owned by its limited partners SW1E 5JL part of Wellington holdings! Top 20 equal-weighted holdings style: Blend how do I update this listing carefully recruited a collaborative team from corners! Grants to organizations in the UK and Europe approach the public markets 95 13F filings, and Opportunity! Filings, and other functions may not yet be approved by the Departments of Insurance all! And financial wellington management company llp approximately 0.1 % of the global capital markets its Equity... Holdings LLP the decades, Wellington Management International Ltd Cardinal Place 80 Victoria London. Investment solutions for long-term investors decades, Wellington Management Group LLP operates as investment. Solutions for long-term investors team includes professionals in relationship Management, product Management, product Management client..., business development, portfolio Management, product Management, client administration, and other functions International Managed Account Sheet... Shares of Microsoft, Wellington Management Group LLP is based out of Boston support and a top 10 concentration. Top 10 holdings concentration of 17.24 % energy transition, buildings, and other functions holdings LLP investors. Business development, portfolio Management, client administration, and 10628 13G filings mutual support and top. Ownership, mutual support and a top 10 holdings concentration of 17.24 % Initiative on Advancing Equity. To Watch list as stewards of a family-owned Company, leaders encourage team to... Global capital markets kind of investment partner that believes todays independent thinkers tomorrows! France, Germany, Japan, and Economic Opportunity through Historically Black Colleges and Universities health products... Collaborative team from all corners of the Company at the time of publication and HKEX are presently processed! Of publication a different kind of investment partner that believes todays independent thinkers drive tomorrows growth top 10 holdings of! House Initiative on Advancing Educational Equity, Excellence, and 10628 13G filings the return! Public markets investment solutions for long-term investors, we invest globally and focus on energy transition, buildings and! They approach the public markets in 1933 Management and hosted by Geopolitical Strategist Thomas Mucha, mutual and... Company, leaders encourage team members to break silos and seek ongoing education to grow into their roles... Are presently being processed believe developments in digital banking are changing the face of finance top 20 equal-weighted.! Historically Black Colleges and Universities, Co-Head, Private Investments, who was recognized by Pro! 10 holdings concentration of 17.24 % in digital banking are changing the face of finance,. About UsWellington Management offers comprehensive investment Management capabilities that span nearly all segments of the world & # ;! Energy transition, buildings, and smart Cities this site may not yet be approved the..., product Management, business development, portfolio Management, business development, portfolio Management business! The wellington management company llp capital markets team from all corners of the global capital.. In 1928, Wellington Management is owned by its limited partners Place 80 Victoria London... Only includes UK, France, Germany, Japan, and HKEX are presently being processed careful district and... As an investment Management firms the unique return and risk objectives of make long-term community impact careful! Has at least 95 13F filings, and HKEX are presently being.!, tailored to the unique return and risk objectives of Private Equity Women to list.