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Wellingtn Management International, LLP (Boston)


Wellingtn Management International, LLP is a large advisory firm based in Boston. It manages $1.81 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2002.

Wellingtn Management International provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wellingtn Management International: assets under management

The assets under management (AUM) of Wellingtn Management International, LLP is $1.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 308% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellingtn Management International, LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Wellingtn Management International, LLP performs its advisory services is located at 75 State Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617 951-5000 or by fax 617 790-7760. The normal business hours are 8:30 - 5:30 on Monday - Friday.


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