Clients
Wellington Management serves 1,559 clients, 452 of them insurance companies. The average client has about $916 million with the firm.
- Investment companies209 clients45%
- Pooled investment vehicles408 clients23%
- Pension and profit-sharing plans172 clients5%
- State or municipal government entities95 clients5%
- Other investment advisers27 clients6%
- OtherInsurance companies, Sovereign wealth funds and foreign official institutions, Banking or thrift institutions, Charitable organizations, Corporations and other businesses17%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 34 | $14,697,862,809 | 1.0% | $432.3M |
| Investment companies | 209 | $636,360,217,263 | 44.6% | $3.04B |
| Pooled investment vehicles | 408 | $327,273,116,754 | 22.9% | $802.1M |
| Pension and profit-sharing plans | 172 | $65,670,946,450 | 4.6% | $381.8M |
| Charitable organizations | 74 | $18,614,534,784 | 1.3% | $251.5M |
| State or municipal government entities | 95 | $69,810,295,296 | 4.9% | $734.8M |
| Other investment advisers | 27 | $86,404,158,650 | 6.1% | $3.20B |
| Insurance companies | 452 | $144,986,900,503 | 10.2% | $320.8M |
| Sovereign wealth funds and foreign official institutions | 48 | $51,567,484,945 | 3.6% | $1.07B |
| Corporations and other businesses | 40 | $12,663,153,948 | 0.9% | $316.6M |
| Total | 1,559 | $1,428,048,671,402 | 100% | $916.0M |
- Clients
- 34
- Regulatory AUM
- $14,697,862,809
- Share
- 1.0%
- Avg. per client
- $432.3M
- Clients
- 209
- Regulatory AUM
- $636,360,217,263
- Share
- 44.6%
- Avg. per client
- $3.04B
- Clients
- 408
- Regulatory AUM
- $327,273,116,754
- Share
- 22.9%
- Avg. per client
- $802.1M
- Clients
- 172
- Regulatory AUM
- $65,670,946,450
- Share
- 4.6%
- Avg. per client
- $381.8M
- Clients
- 74
- Regulatory AUM
- $18,614,534,784
- Share
- 1.3%
- Avg. per client
- $251.5M
- Clients
- 95
- Regulatory AUM
- $69,810,295,296
- Share
- 4.9%
- Avg. per client
- $734.8M
- Clients
- 27
- Regulatory AUM
- $86,404,158,650
- Share
- 6.1%
- Avg. per client
- $3.20B
- Clients
- 452
- Regulatory AUM
- $144,986,900,503
- Share
- 10.2%
- Avg. per client
- $320.8M
- Clients
- 48
- Regulatory AUM
- $51,567,484,945
- Share
- 3.6%
- Avg. per client
- $1.07B
- Clients
- 40
- Regulatory AUM
- $12,663,153,948
- Share
- 0.9%
- Avg. per client
- $316.6M
Total
- Clients
- 1,559
- Regulatory AUM
- $1,428,048,671,402
- Share
- 100%
- Avg. per client
- $916.0M
What it does
Wellington Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Wellington Management advises 77 private funds.
92.8% of assets ($1325.85B across 1,502 accounts) are managed with discretion; $102.20B across 57 accounts are not. $55.5M sits in a wrap fee program the firm both sponsors and manages. 32% of clients are outside the U.S., and 52 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 25%
- U.S. government/agency bonds
- 9%
- U.S. state and local bonds
- 4%
- Sovereign bonds
- 4%
- Investment grade corporate bonds
- 27%
- Non-investment grade corporate bonds
- 4%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 1%
- Cash and cash equivalents
- 4%
- Other (Asset Backed Securities, Certain Cash Equivalents, and Other Miscellaneous)
- 23%
Custodians
Wellington Management’s client accounts are held mainly at State Street Bank and Trust, with 9% of managed assets, and The Bank of New York Mellon, with 7%. Wellington Management has custody of client assets.
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $124.82B9%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $82.29B6%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $92.99B7%
- J.P. MorganJ.P. Morgan Chase Bank, National Association · New York, NY · $56.43B4%
- All other custodians$1071.52B75%
Ownership and leadership
Wellington Investment Advisors Holdings LLP owns 75% or more of Wellington Management, and Jean Hynes is its CEO.
- Owns 75% or more of Wellington Management Company LLP
Wellington Investment Advisors Holdings LLP
Control person · since January 2015
- Owns 75% or more of Wellington Investment Advisors 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
- Jean HynesChief Executive Officer, President
- Erin MurphyChief Financial Officer
- Amy KramerChief Operating Officer
- Ihsan SpeedeChief Compliance Officer
- Laura CoyneHead of Legal, Americas
Staff
- 1,868 employees
- 497 in advisory functions
- 1 state-registered rep
- 63 broker-dealer reps
- 4 soliciting firms
Fees
Wellington Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Wellington Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Wellington Management has 6 offices, with 7 listed addresses across 6 states.
Massachusetts · 2 listed addresses
- 280 Congress Street, BostonHQ
- 140 Kendrick Street, Building A, Needham
California · 1 listed address
- 4 Embarcadero Center, San Francisco
Florida · 1 listed address
- 239 S. County RD, Palm Beach
Illinois · 1 listed address
- 345 North Morgan Street, Chicago
New York · 1 listed address
- 799 Broadway, New York
Pennsylvania · 1 listed address
- 4 Radnor Corporate Center, Suite 500, Radnor
Registration details
- Legal name
- Wellington Management Company LLP
- Headquarters
- 280 Congress Street, Boston, MA 02210
- Phone
- 617-951-5000
- Website
- www.wellington.com
- SEC file
- 801-15908
- Structure
- Delaware limited liability partnership
- 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 Management have?
Wellington Management has 1,559 clients and manages $1428 billion for them, as of July 2026. They include 452 insurance companies, 408 pooled investment vehicles and 209 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Wellington Management offer?
Wellington Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wellington Management use?
Wellington Management’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $124,817,331,658, The Bank of New York Mellon (New York, NY), with $92,987,445,659, The Northern Trust Company (Chicago, IL), with $82,289,510,214 and J.P. Morgan Chase Bank, National Association (New York, NY), with $56,429,889,359. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Wellington Management have?
Wellington Management has 1 investment adviser representatives registered with state securities authorities, out of 1,868 employees, and 497 perform investment advisory functions. 63 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wellington Management invest in?
At the end of its last fiscal year, Wellington Management’s separately managed accounts held 27% investment grade corporate bonds, 25% exchange-traded equities, 23% asset backed securities, certain cash equivalents, and other miscellaneous, 9% U.S. government and agency bonds, 4% state and local bonds, 4% sovereign bonds, 4% high-yield corporate bonds, 4% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises 77 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wellington Management?
Wellington Management is owned through a chain of holding companies by Wellington Management Group LLP. Its direct owner is Wellington Investment Advisors Holdings LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Wellington Management get paid?
Wellington Management is paid through a percentage of assets under management, fixed fees 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