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Wellington Alternative Investments LLC

● SEC registered since 2016CRD 226715SEC# 801-107461Boston, MA
Export (members)
Ranks #179 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$92.17B
Fund GAV
$118.31B
Private funds
125
Employees
2
Accounts
124
Location
Boston, MA

Wellington Alternative Investments LLC assets under management

Wellington Alternative Investments LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2016. It reports $92.2 billion in regulatory assets under management and employs 2 people. Wellington Alternative Investments LLC manages 125 private funds with combined gross assets of $118.3 billion, including Global Research Equity Extended Master Fund (cayman), L.P. By regulatory assets, it ranks 179 of 6,004 private fund managers.

Wellington Alternative Investments LLC private funds

125 funds · $118.31B GAV
FundTypeGross assetsMin.
Global Research Equity Extended Master Fund (cayman), L.P.Hedge$18.23B$1M
US Research Equity Extended Master Fund (cayman) L.P.Hedge$11.31B$1M
Wellington Macro Strategies Master Fund (cayman) L.P.Hedge$9.2B$5M
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Wellington Alternative Investments LLC owners & executives

5 reported
NameTitleOwnershipSince
Carmine A Taglione ControlPresidentUnder 5%2024
Ihsan K. SpeedeChief Compliance OfficerUnder 5%2024
Wellington Management Funds Holdings LLP ControlMemberOver 75%2015
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Frequently asked questions

How much does Wellington Alternative Investments LLC manage?

Wellington Alternative Investments LLC reports $92.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Wellington Alternative Investments LLC manage?

Wellington Alternative Investments LLC manages 125 private funds with combined gross assets of $118.3 billion.

How many employees does Wellington Alternative Investments LLC have?

Wellington Alternative Investments LLC reports 2 employees.

Where is Wellington Alternative Investments LLC located?

Wellington Alternative Investments LLC is based in Boston, MA and has been SEC-registered since 2016.

Does Wellington Alternative Investments LLC disclose fund performance?

Wellington Alternative Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address280 Congress Street, Boston, MA 02210
Phone617-951-5372
Office hours8:30-5:30
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyYes

Regulatory AUM

$92.17B▲ 82%
Jan '25 — $50.6BFeb '25 — $50.6BMar '25 — $58.68BApr '25 — $58.68BMay '25 — $58.68BJun '25 — $58.68BJul '25 — $58.68BAug '25 — $58.68BSep '25 — $58.68BOct '25 — $58.68BNov '25 — $58.68BDec '25 — $58.68BJan '26 — $58.68BFeb '26 — $58.68BMar '26 — $92.17BApr '26 — $92.17BMay '26 — $92.17BJun '26 — $92.17B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 3%
Larger than 97% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$92.17Bregulatory AUM
Discretionary $92.17B

Fund type mix

Hedge64
Private Equity48
Other Private8
Securitized Asset5

Service providers