Wellington Funds (US) LLC
● SEC registered since 2017CRD 288313SEC# 801-111643Boston, MA
Ranks #1,263 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.41B
Fund GAV
$5.4B
Private funds
19
Employees
2
Accounts
16
Location
Boston, MA
Wellington Funds (US) LLC assets under management
Wellington Funds (US) LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2017. It reports $5.4 billion in regulatory assets under management and employs 2 people. Wellington Funds (US) LLC manages 19 private funds with combined gross assets of $5.4 billion, including Wellington Blended Opportunistic Emd, L.P. By regulatory assets, it ranks 1,263 of 6,004 private fund managers.
Wellington Funds (US) LLC private funds
19 funds · $5.4B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wellington Blended Opportunistic Emd, L.P. | Hedge | $2.67B | — |
| Wellington Securitized Opportunities, Ltd. | Other Private | $920.2M | $1M |
| Wellington Compound Growth, L.P. | Other Private | $415M | $500K |
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Join to unlock · $37/moWellington Funds (US) LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmine A Taglione Control | President | Under 5% | 2024 |
| Ihsan K. Speede | Chief Compliance Officer | Under 5% | 2024 |
| Wellington Management Funds Holdings LLP Control | Member | Over 75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellington Funds (US) LLC manage?
Wellington Funds (US) LLC reports $5.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Wellington Funds (US) LLC manage?
Wellington Funds (US) LLC manages 19 private funds with combined gross assets of $5.4 billion.
How many employees does Wellington Funds (US) LLC have?
Wellington Funds (US) LLC reports 2 employees.
Where is Wellington Funds (US) LLC located?
Wellington Funds (US) LLC is based in Boston, MA and has been SEC-registered since 2017.
Does Wellington Funds (US) LLC disclose fund performance?
Wellington Funds (US) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 280 Congress Street, Boston, MA 02210 |
| Phone | 617-951-5786 |
| Office hours | 8:30-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.41B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 13%
More funds than 87% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$5.41Bregulatory AUM
Discretionary $5.41B
Fund type mix
Other Private14
Hedge5
Service providers
Auditor
Custodian