Wellington Management Company is a US-based private investment management firm overseeing over $1 trillion in client assets. The firm primarily focuses on later-stage investments, including Series B, C, D, E, and beyond, with notable activity in Series C and Series B rounds. Wellington's investment strategy spans various sectors and geographies, emphasizing substantial capital injections to support growth and scalability in its portfolio companies.
Notable portfolio companies include Airbnb, Affirm, Coinbase, Moderna, and Peloton. Key partners like Mark Sullivan and Shanna O’Reilly bring decades of experience in alternative investments. Wellington Management is distinguished by its comprehensive investment philosophy and value-add services, such as strategic guidance and operational support, which help portfolio companies navigate complex market landscapes and achieve long-term success.
Wellington Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments150
Current Portfolio Count110
Total Portfolio Exits12
Top Investment Stages
Series C29 (25.2%)
Series B25 (21.7%)
Series E25 (21.7%)
Series D24 (20.9%)
Series F12 (10.4%)
Stage Mix
Series C 25%Series B 22%Series E 22%Series D 21%Series F 10%
Concentration shown as share of disclosed investments by stage.
Wellington Management - Classification
- Also Known As
- Wellington Management Company LLP
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
Show 2 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- SIC
- 6000Depository Institutions