Wellington Management Company LLP

Overview

Wellington Management Company LLP is an SEC registered investment adviser based in Boston, MA, registered since 1961. It reports $1.4T in assets under management across 1,559 accounts, with 1,868 employees. It has 1 investment adviser representatives.

Reported AUM

$1.4T

Discretionary

93%

Accounts

1,559

Average account

$916M

Employees

1,868

Advisory reps

1

Registered since

1961

Jurisdictions

32

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• Insurance Companies
• Investment Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 5

• Jean Marie Hynes Chief Executive Officer, President CRD 4330808
• Amy Beth Kramer Chief Operating Officer CRD 6787112
• Erin Kimberly Murphy Chief Financial Officer CRD 7612799

2 more executive officers, with direct contact details

Advisory reps 1 of 1

• Gregory Lance Williams Registered Rep · Investment Adviser Rep CRD 5697949

Location

Headquarters

280 Congress St
Boston, MA 02210

County

Suffolk

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 32 jurisdictions
• Website: wellington.com

Every state, with registration dates

Similar firms near Boston

• Fidelity Management & Research Company LLCBoston, MA$5.7T AUM
• Geode Capital Management, LLCBoston, MA$1.7T AUM
• Ssga Funds Management, Inc.Boston, MA$1.4T AUM
• Strategic Advisers LLCBoston, MA$1.4T AUM
• MFS Investment ManagementBoston, MA$514B AUM