Wellington Management Co L.L.P. at a Glance

The Buzz

  • "Well respected, old school"
  • "Professional, demanding"
  • "Fantastic in fixed income"
  • "Second tier"

About Wellington Management Co L.L.P.

Created in 1928, the Wellington Fund was the first balanced mutual fund in the United States. Five years later, Wellington Management Company was incorporated. The young investment management firm survived the Great Depression and went public in 1960. In 1967, the Boston-based Wellington merged with a fellow Beantown company, an investment consulting firm named Thorndike, Doran, Paine and Lewis. Wellington reverted to private status in 1979, opened a London office in 1983, and expanded internationally at a quick pace during the 1990s. Today, the firm is classified as a Massachusetts private limited liability partnership.

As of June 2016, Wellington had more than $943 billion in assets under management, representing institutional clients and mutual fund sponsors in more than 55 countries. Wellington manages domestic, international and global equity, fixed income, currency, commodities, real assets, and active asset allocation portfolios. It also places special emphasis on its research departments, which work in tandem with portfolio managers to provide market insight and analysis. Including its headquarters in Boston, Wellington has offices in 13 cities worldwide and serves more than 2,150 clients. The firm employs 616 investment professionals who average 17 years of experience. Wellington is led by its CEO, Brendan Swords, who joined the firm in 1992.

Wellington Management Co L.L.P.

75 State Street
Boston, MA 02109
Phone: (617) 951-5000

Stats

  • Employer Type: Private Partnership
  • CEO: Brendan Swords
  • 2006 Employees: 1,800

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