Wellington Management

About Wellington Management

Wellington Management is one of the world's leading independent asset managers, founded in 1928. Headquartered in Boston, the company has expanded to major international and Asian financial centers, offering clients local knowledge and global expertise. With over USD 1 trillion in client assets under management, Wellington focuses on investment excellence through a unique ownership model, collaborative culture, and integrated investment capabilities.

Products & Services

Equity:Investment solutions focused on equity markets.

Fixed Income:Portfolio management spanning all publicly traded fixed income sectors, combining top-down and bottom-up approaches to exploit market inefficiencies.

Multi-Asset:Investment strategies across multiple asset classes.

Alternatives:Alternative investment solutions including hedge funds and private strategies, leveraging in-depth research and specialized teams.

Private Investing:Differentiated solutions across sectors, drawing on expertise from entrepreneurs, investors, and public market insights to harness value at all growth stages.

Sustainable Investing:Investment solutions focused on sustainability, including stewardship, climate, and impact investing.

Wellington Solutions:Customized investment strategy solutions for clients.

Specialties

Fixed Income Portfolio Management Alternative Investments Private Investing Sustainable Investing Equity Markets Multi-Asset Strategies

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Fund Close T: - FT: Fund Close	A: 194000000 MR: - FA: US$194 million FAN: 194000000	D: 2025-02-20 FD: 2025-02-20	1 investors
2	RT: Late-Stage Growth Fund T: - FT: Late-Stage Growth Fund	A: 2600000000 MR: - FA: US $2.6 billion FAN: 2600000000	D: 2023-06-20 FD: 2023-06-20	5 investors

Fund Close Latest

2025-02-20

$194.0M

1 investor (Pro only)

Late-Stage Growth Fund 2023-06-20

$2.6B

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

C

Campe Goodman

Fixed Income Portfolio Manager

A

Amar Reganti

Fixed Income and Global Insurance Strategist

K

Konstantin Leidman

Fixed Income Portfolio Manager

R

Ross Dilkes

Fixed Income Portfolio Manager

C

Connor Fitzgerald

Fixed Income Portfolio Manager

N

Naveen Venkataramani

Senior Managing Director, Equity Research Analyst

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