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WELLINGTON MANAGEMENT COMPANY LLP
CRD 106595File 801-15908
APPROVED
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.43T
Top 10% of cohort (national)
Discretionary AUM
$1.33T
Non-discretionary $102.20B
Clients
1,559
1,559 accounts
Employees
1,868
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 30, 1979
- Principal office
- 280 CONGRESS STREET, BOSTON, MA, 02210
- Phone
- 617-951-5000
- Website
- HTTPS://WWW.WELLINGTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43T
- Discretionary AUM
- $1.33T
- Non-discretionary AUM
- $102.20B
- Discretionary accounts
- 1,502
- Non-discretionary accounts
- 57
- Total accounts
- 1,559
- AUM per client
- $916.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $12.66B |
| Non-U.S. persons | 48 | $51.57B |
| Insurance companies | 452 | $144.99B |
| Investment companies | 209 | $636.36B |
| Charitable organizations | 74 | $18.61B |
| Other investment advisers | 27 | $86.40B |
| Pooled investment vehicles | 408 | $327.27B |
| Banking or thrift institutions | 34 | $14.70B |
| Pension and profit sharing plans | 172 | $65.67B |
| State or municipal government entities | 95 | $69.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.