| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wellington Blended Opportunistic Emd, L.P. | Hedge | $2.67B | — |
| Wellington Securitized Opportunities, Ltd. | Other Private | $920.2M | $1M |
| Wellington Compound Growth, L.P. | Other Private | $415M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmine A Taglione Control | President | Under 5% | 2024 |
| Ihsan K. Speede | Chief Compliance Officer | Under 5% | 2024 |
| Wellington Management Funds Holdings LLP Control | Member | Over 75% | 2016 |
Wellington Funds (US) LLC reports $5 billion in regulatory assets under management on its Form ADV.
Wellington Funds (US) LLC manages 19 private funds with combined gross assets of $5.4 billion.
Wellington Funds (US) LLC reports 2 employees.
Wellington Funds (US) LLC is based in Boston, MA and has been SEC-registered since 2017.
Wellington Funds (US) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 280 Congress Street, Boston, MA 02210 |
| Phone | 617-951-5786 |
| Office hours | 8:30-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $5.03B |
| Non-discretionary | $0 |
| Total (RAUM) | $5.03B |