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WELLINGTON MANAGEMENT HONG KONG LIMITED
CRD 165208File 801-77319
APPROVED
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.15B
Top 10% of cohort (national)
Discretionary AUM
$11.99B
Non-discretionary $2.16B
Clients
49
49 accounts
Employees
105
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 2, 2013
- Principal office
- 17 F, TWO INTERNATIONAL FINANCE CENTRE, 8 FINANCE STREET, CENTRAL, HONG KONG
- Phone
- 852-2846-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.15B
- Discretionary AUM
- $11.99B
- Non-discretionary AUM
- $2.16B
- Discretionary accounts
- 43
- Non-discretionary accounts
- 6
- Total accounts
- 49
- AUM per client
- $288.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $58.1M |
| Non-U.S. persons | 9 | $4.54B |
| Insurance companies | Fewer than 5 | $731.3M |
| Charitable organizations | Fewer than 5 | $126.1M |
| Other investment advisers | 9 | $3.98B |
| Pooled investment vehicles | 22 | $3.73B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $985.1M |
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 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- 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.