Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio
Other Private FundFund ID 805-1524812851Massachusetts, United States
Gross assets
$678M
Min. investment
$1M
Beneficial owners
36
Size rank
Top 11%
Audited
Yes
Structure
Standalone
About this fund
Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio is a other private fund managed by Wellington Management Company LLP. The fund reports $678 million in gross assets, placing it among the top 11% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-1524812851 |
| Fund type | Other Private Fund — TRUST COMPANY POOL |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
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Join to unlock · $37/moFrequently asked questions
How large is Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio?
Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio reports $678 million in gross assets, among the top 11% of private funds by size.
What is the minimum investment for Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio?
The stated minimum investment is $1 million.
Who manages Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio?
Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio is managed by Wellington Management Company LLP.
Does Wellington Trust Company, NA Multiple Common Trust Funds Trust, Smid Cap Research Equity Portfolio disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
W
Boston, MA
Service providers
Reported gross assets
$678M▲ 88%
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 11%
Larger than 89% of 67,041 private funds
Gross assets vs Other Private FundsTop 9%
Larger than 91% of 8,892 other private funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.