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WELLINGTON ALTERNATIVE INVESTMENTS
Legal name: WELLINGTON ALTERNATIVE INVESTMENTS LLC
CRD 226715File 801-107461
APPROVED
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$92.17B
Top 10% of cohort (national)
Discretionary AUM
$92.17B
Clients
124
124 accounts
Employees
2
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 29, 2016
- Principal office
- 280 CONGRESS STREET, BOSTON, MA, 02210
- Phone
- 617-951-5372
- Website
- HTTPS://WWW.WELLINGTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $92.17B
- Discretionary AUM
- $92.17B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 124
- Non-discretionary accounts
- 0
- Total accounts
- 124
- AUM per client
- $743.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 124 | $92.17B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 123 | 124 | increased by1 |
| Apr 1, 2026 | AUM | $58,678,591,935 | $92,174,562,107 | increased by$33,495,970,172 |
| Apr 1, 2026 | Accounts | 123 | 124 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 0 | 2 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 110 | 123 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $43,027,031,061 | $58,678,591,935 | increased by$15,651,560,874 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 110 | 123 | increased by13 |
| Apr 1, 2022 | Employees | 21 | 0 | decreased by21 |
| Apr 1, 2022 | Clients | 107 | 110 | increased by3 |
| Apr 1, 2022 | AUM | $45,196,295,720 | $43,027,031,061 | decreased by$2,169,264,659 |
| Apr 1, 2022 | Accounts | 107 | 110 | increased by3 |
| 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 ALTERNATIVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WELLINGTON ALTERNATIVE” 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.