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WELLINGTON MANAGEMENT COMPANY LLP
CRD 106595File 801-15908
APPROVED
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.4T
Top 10% of cohort (national)
Discretionary AUM
$1.3T
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
- $1.4T
- Discretionary AUM
- $1.3T
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,869 | 1,868 | decreased by1 |
| Apr 1, 2026 | Clients | 1,540 | 1,559 | increased by19 |
| Apr 1, 2026 | AUM | $1,305,650,752,153 | $1,428,048,671,402 | increased by$122,397,919,249 |
| Apr 1, 2026 | Accounts | 1,540 | 1,559 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,922 | 1,869 | decreased by53 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,707 | 1,540 | decreased by167 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,488,387,227,057 | $1,305,650,752,153 | decreased by$182,736,474,904 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,705 | 1,540 | decreased by165 |
| Apr 1, 2022 | Employees | 1,775 | 1,922 | increased by147 |
| Apr 1, 2022 | Clients | 1,660 | 1,707 | increased by47 |
| Apr 1, 2022 | AUM | $1,372,497,306,507 | $1,488,387,227,057 | increased by$115,889,920,550 |
| Apr 1, 2022 | Accounts | 1,660 | 1,705 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WELLINGTON MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLINGTON MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.