
Investments
285Portfolio Exits
120Funds
12Partners & Customers
5Service Providers
1About 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.
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Latest Wellington Management Company News
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.

Wellington Management Company Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
11/1/2023 | Series D | Tabby | $200M | Yes | 5 | |
9/27/2023 | Series C | Avalyn | $175M | Yes | 2 | |
8/22/2023 | Series D | FORE Biotherapeutics | $75M | No | 2 | |
8/9/2023 | Series E | |||||
7/19/2023 | Series C |
Date | 11/1/2023 | 9/27/2023 | 8/22/2023 | 8/9/2023 | 7/19/2023 |
---|---|---|---|---|---|
Round | Series D | Series C | Series D | Series E | Series C |
Company | Tabby | Avalyn | FORE Biotherapeutics | ||
Amount | $200M | $175M | $75M | ||
New? | Yes | Yes | No | ||
Co-Investors | |||||
Sources | 5 | 2 | 2 |
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 | Public | 3 | ||
9/15/2023 | IPO | Public | 3 | ||
7/14/2023 | IPO | Public | 5 | ||
Date | 11/10/2023 | 9/15/2023 | 7/14/2023 | ||
---|---|---|---|---|---|
Exit | IPO | IPO | IPO | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | Public | Public | ||
Sources | 3 | 3 | 5 |
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 | ||||
12/8/2020 | Wellington Hadley Harbor Partners III |
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 | ||
Sources | 3 | 1 | 1 |
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 | ||||
2/8/2021 | Client | ||||
11/21/2019 | Vendor | ||||
9/3/2019 | Distributor |
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 | ||||
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 . | ||||
Sources | 1 |
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 | |
Name | Jean Hynes | ||||
---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer, Managing Partner | ||||
Status | Current |
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