# Wellington Management

Wellington Management is a Generic based in Boston, United States.

## Overview

- **Organization type:** Generic
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** 280 Congress Street, Boston, MA 02210, United States
- **Founded:** 1928
- **Assets under management:** $1.29T (Dec 2025)
- **Website:** www.wellington.com
- **LinkedIn:** https://www.linkedin.com/company/166910
- **Wikidata:** Q2557807

## Regulatory record

- **CRD number:** 106595
- **SEC file number:** 801-15908
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106595

## About

Wellington Management Company LLP is one of the world’s largest independent investment management firms, headquartered in Boston, Massachusetts, with roots dating to the 1928 founding of the Wellington Fund, the first balanced mutual fund in the United States, and incorporation in 1933 (per firm website). The firm operates as a privately held Massachusetts limited liability partnership under parent Wellington Management Group LLP; all partners are full-time professionals and no single partner owns or controls more than 5% of capital (per Form ADV Part 2A brochure dated 31 March 2026). Client assets under management totaled approximately US$1.29 trillion as of 31 December 2025 (of which approximately US$1.21 trillion discretionary), with the firm serving more than 3,000 clients in over 60 countries via 800+ investment professionals (per wellington.com and Form ADV brochure, figures as of December 2025). Wellington’s model features independent “boutique” portfolio teams within a globally integrated, research-driven platform spanning equities, fixed income, multi-asset, alternatives, private investments, and sustainable strategies. Annual trading volume exceeds US$13 trillion. Leadership includes CEO, President, and Managing Partner Jean M. Hynes, CFA, with Managing Partners Terry Burgess, CFA, and John Norberg. Recent strategic steps include leadership transitions in the client platform and announced plans to acquire Hartford Funds (per firm announcements and timeline).

## Sectors

- Enterprise Software
- FinTech
- Healthcare Services
- Energy Transition & Renewables
- Private Credit

## Offices

- London, UK
- Hong Kong
- Tokyo, Japan
- Singapore
- Sydney, Australia
- Frankfurt, Germany
- Zurich, Switzerland
- San Francisco, CA

## People

- Jean M. Hynes, CFA — Chief Executive Officer, President, and Managing Partner
- Terry Burgess, CFA — Managing Partner; Advisor, Strategic Partnerships (Head of Investment Boutiques)
- John Norberg — Managing Partner; Director, Enterprise Risk Management
- Samantha Schoen — Head of the Client Platform
- Erin K. Murphy, CFA — Chief Financial Officer
- Shanna O’Reilly — Co-Head, Private Investments

## Questions

### What is Wellington Management’s most recent reported AUM?

Approximately US$1.29 trillion in client assets under management as of 31 December 2025 (of which ~US$1.21 trillion discretionary), per the firm’s Form ADV Part 2A brochure; the website reports USD 1.3 T+ as of December 2025.

### When was Wellington Management founded?

The firm traces its foundation to 1928 with the launch of the Wellington Fund (first balanced mutual fund in the US); Wellington Management Company was incorporated in 1933 (per official firm history).

### Who leads Wellington Management?

Jean M. Hynes, CFA, serves as Chief Executive Officer, President, and Managing Partner. Other Managing Partners include Terry Burgess, CFA, and John Norberg (elected effective July 2026).

### What is Wellington Management’s ownership structure?

It is a privately held independent partnership (Wellington Management Group LLP parent). All partners are full-time firm professionals; no single partner owns or votes more than 5% of capital (per Form ADV Part 2A).

### Where is Wellington Management headquartered and what is its geographic reach?

Headquarters are in Boston, Massachusetts, United States. The firm has a global presence with offices across North America, Europe, and Asia-Pacific, serving clients in more than 60 countries (per wellington.com).

## Related profiles

- [Wellington Capital Advisory](https://altss.com/profile/wellington-capital-advisory)
- [Wellman](https://altss.com/profile/wellman)

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Last updated: 2026-07-17T22:50:57.000Z

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