PPrivate Fund Data Log in Join · $37/mo

Wellington Capital Management, Inc.

CRD 130131SEC# 801-132664
Export (members)
No longer SEC-registered. Wellington Capital Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$131.8M
Employees
1
Accounts
162
Location

Wellington Capital Management, Inc. assets under management

Wellington Capital Management, Inc. is a registered investment adviser overseen by the SEC. It reports $131.8 million in regulatory assets under management and employs 1 people.

Wellington Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Edmund Wellington III ControlPresident And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Wellington Capital Management, Inc. manage?

Wellington Capital Management, Inc. reports $131.8 million in regulatory assets under management on its Form ADV.

How many employees does Wellington Capital Management, Inc. have?

Wellington Capital Management, Inc. reports 1 employees.

Does Wellington Capital Management, Inc. disclose fund performance?

Wellington Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$115.2M
Non-discretionary$16.6M
Total (RAUM)$131.8M