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Wellington Management Company company logo
Asset/Investment Management
wellington.com

Investments

285

Portfolio Exits

120

Funds

12

Partners & Customers

5

Service Providers

1

About Wellington Management Company

Wellington Management Company offers comprehensive investment management capabilities to span nearly all segments of the global capital markets. Its investment solutions are tailored to the unique return and risk objectives of institutional clients in several countries. Wellington Management Company was founded in 1933 and is based in Boston, Massachusetts.

Headquarters Location

280 Congress Street

Boston, Massachusetts, 02210,

United States

617-951-5000

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Expert Collections containing Wellington Management Company

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Find Wellington Management Company in 1 Expert Collection, including Synthetic Biology.

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Synthetic Biology

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Latest Wellington Management Company News

Holding(s) in Company

Nov 28, 2023

November 28, 2023 at 09:52 am EST Share Standard form for notification of major holdings NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the Central Bank of Ireland) 1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached: Irish Continental Group plc [X] An acquisition or disposal of voting rights [ ] An acquisition or disposal of financial instruments [ ] An event changing the breakdown of voting rights [ ] Other (please specify): Name: c/o Wellington Management Company LLP, 280 Congress Street, Boston, MA 02210 USA 4. Full name of shareholder(s) (if different from 3. ): 27 Nov 2023 28 Nov 2023 11% (total of 9.A) (total of 9.B.1 + 9.B.2) Resulting situation on the date on which threshold was crossed or reached 11.05% 10.98% 9. Notified details of the resulting situation on the date on which the threshold was crossed or reached: A: Voting rights attached to shares Class/type of shares ISIN code (if possible) Type of financial instrument % of voting rights Type of financial instrument 0.05% 10. Information in relation to the person subject to the notification obligation (please tick the applicable box): [ ] Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer. [X] Full chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held starting with the ultimate controlling natural person or legal entity: Name % of voting rights if it equals or is higher than the notifiable threshold % of voting rights through financial instruments if it equals or is higher than the notifiable threshold Total of both if it equals or is higher than the notifiable threshold Wellington Management Group LLP

Wellington Management Company Investments

285 Investments

Wellington Management Company has made 285 investments. Their latest investment was in Tabby as part of their Series D on November 11, 2023.

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Wellington Management Company Investments Activity

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Wellington Management Company Portfolio Exits

120 Portfolio Exits

Wellington Management Company has 120 portfolio exits. Their latest portfolio exit was CARGO Therapeutics on November 10, 2023.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/10/2023

IPO

$99M

Public

3

9/15/2023

IPO

$99M

Public

3

7/14/2023

IPO

$99M

Public

5

4/5/2023

Acquired

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$99M

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10

12/30/2022

Merger

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$99M

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10

Date

11/10/2023

9/15/2023

7/14/2023

4/5/2023

12/30/2022

Exit

IPO

IPO

IPO

Acquired

Merger

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

Public

Public

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Sources

3

3

5

10

10

Wellington Management Company Fund History

12 Fund Histories

Wellington Management Company has 12 funds, including Wellington Venture Investments I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

10/24/2023

Wellington Venture Investments I

$150M

3

6/20/2023

Wellington Hadley Harbor IV

$2,600M

1

4/13/2023

Wellington Biomedical Innovation II

$476M

1

12/18/2022

Wellington Management Climate Innovation Fund I

10

12/8/2020

Wellington Hadley Harbor Partners III

$99M

10

Closing Date

10/24/2023

6/20/2023

4/13/2023

12/18/2022

12/8/2020

Fund

Wellington Venture Investments I

Wellington Hadley Harbor IV

Wellington Biomedical Innovation II

Wellington Management Climate Innovation Fund I

Wellington Hadley Harbor Partners III

Fund Type

Status

Amount

$150M

$2,600M

$476M

$99M

Sources

3

1

1

10

10

Wellington Management Company Partners & Customers

5 Partners and customers

Wellington Management Company has 5 strategic partners and customers. Wellington Management Company recently partnered with iCapital on October 10, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

10/5/2023

Licensee

United States

iCapital Inks Deal to Distribute Wellington Management Alts Offerings

Our partnership with iCapital allows us to meet our clients ' growing appetite for alternative investments , '' said Michael Carmen , private equity lead portfolio manager , and co-head private investments at Wellington Management .

1

7/14/2021

Partner

Italy

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10

2/8/2021

Client

United States

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10

11/21/2019

Vendor

United States

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10

9/3/2019

Distributor

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10

Date

10/5/2023

7/14/2021

2/8/2021

11/21/2019

9/3/2019

Type

Licensee

Partner

Client

Vendor

Distributor

Business Partner

Country

United States

Italy

United States

United States

News Snippet

iCapital Inks Deal to Distribute Wellington Management Alts Offerings

Our partnership with iCapital allows us to meet our clients ' growing appetite for alternative investments , '' said Michael Carmen , private equity lead portfolio manager , and co-head private investments at Wellington Management .

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Sources

1

10

10

10

10

Wellington Management Company Service Providers

1 Service Provider

Wellington Management Company has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

General Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

General Counsel

Partnership data by VentureSource

Wellington Management Company Team

15 Team Members

Wellington Management Company has 15 team members, including current Chief Executive Officer, Managing Partner, Jean Hynes.

Name

Work History

Title

Status

Jean Hynes

Chief Executive Officer, Managing Partner

Current

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Name

Jean Hynes

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Work History

Title

Chief Executive Officer, Managing Partner

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Status

Current

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