Clients
Wellington Alternative Investments serves 124 clients. The average client has about $743 million with the firm.
- Pooled investment vehicles124 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 124 | $92,174,562,107 | 100.0% | $743.3M |
| Total | 124 | $92,174,562,107 | 100% | $743.3M |
- Clients
- 124
- Regulatory AUM
- $92,174,562,107
- Share
- 100.0%
- Avg. per client
- $743.3M
Total
- Clients
- 124
- Regulatory AUM
- $92,174,562,107
- Share
- 100%
- Avg. per client
- $743.3M
What it does
Wellington Alternative Investments provides portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Wellington Alternative Investments advises 128 private funds.
100.0% of assets ($92.17B across 124 accounts) are managed with discretion. 59% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Wellington Alternative Investments has custody of $36.08B for 124 clients.
- All other custodians$92.17B100%
Ownership and leadership
Wellington Management Funds Holdings LLP owns 75% or more of Wellington Alternative Investments.
- Owns 75% or more of Wellington Alternative Investments LLC
Wellington Management Funds Holdings LLP
Control person · since January 2015
- Owns 75% or more of Wellington Management Funds Holdings LLP
Wellington Group Holdings LLP
Control person · since May 2014
- Owns 75% or more of Wellington Group Holdings LLP
Wellington Management Group LLP
Control person · since May 2014
Leadership
- Carmine TaglionePresident
- Ihsan SpeedeChief Compliance Officer
Staff
- 2 employees
- 1 in advisory functions
Fees
Wellington Alternative Investments is paid through a percentage of assets under management and performance-based fees.
Wellington Alternative Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Wellington Alternative Investments has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 280 Congress Street, BostonHQ
Registration details
- Legal name
- Wellington Alternative Investments LLC
- Headquarters
- 280 Congress Street, Boston, MA 02210
- Phone
- 617-951-5372
- Website
- www.wellington.com
- SEC file
- 801-107461
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Wellington Alternative Investments have?
Wellington Alternative Investments has 124 clients and manages $92.2 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Wellington Alternative Investments offer?
Wellington Alternative Investments provides portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Wellington Alternative Investments have?
Wellington Alternative Investments has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Wellington Alternative Investments?
Wellington Alternative Investments is owned through a chain of holding companies by Wellington Management Group LLP. Its direct owner is Wellington Management Funds Holdings LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Wellington Alternative Investments get paid?
Wellington Alternative Investments is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file