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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 Oct 1, 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
- Website
- HTTPS://WWW.WELLINGTON.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 111 | 105 | decreased by6 |
| Apr 1, 2026 | Clients | 57 | 49 | decreased by8 |
| Apr 1, 2026 | AUM | $11,794,852,604 | $14,150,803,322 | increased by$2,355,950,718 |
| Apr 1, 2026 | Accounts | 52 | 49 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 116 | 111 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 136 | 57 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,284,071,401 | $11,794,852,604 | decreased by$5,489,218,797 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 136 | 52 | decreased by84 |
| Apr 1, 2022 | Employees | 98 | 116 | increased by18 |
| Apr 1, 2022 | Clients | 62 | 136 | increased by74 |
| Apr 1, 2022 | AUM | $13,235,610,283 | $17,284,071,401 | increased by$4,048,461,118 |
| Apr 1, 2022 | Accounts | 63 | 136 | increased by73 |
| 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.