Wellington Management Company LP

Wellington Management Company LP

Wellington Management Company LP

Overview
Date Founded

1928

Headquarters

280 Congress St, Boston, MA 02210 USA

Type of Company

Private

Employees (Worldwide)

1,655

Industries

Investment Services & Portfolio Management
Market & Policy Research

Company Description

Wellington Management's investment services rely on their extensive independent research and include portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has a number of different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macroanalysts, quantitative analysts and technical analysts. Wellington Management's portfolio management teams often include dedicated analysts who evaluate securities and other instruments for suitability based on the team's investment approach. The firm supplements their internal research with external research from sources such as broker/dealers and third-party research firms. These sources typically provide data, research and analysis and may serve as a gauge of market consensus.

Contact Data
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Executives & Employees

Chief Executive Officer

Director of Investment Research & Managing Partner

Partner & Chief Financial Officer

Partner & Chief Information Officer

Partner & Chief Legal Officer

Chief Legal Officer

Partner & Senior Managing Director

Partner & Executive Committee Member

Senior Vice President, Partner & Fixed Income Portfolio Manager

Board of Directors

Chief Executive Officer at Wellington Management Company LP

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Wellington Management Company LP
Recent Transactions
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Global Eagle Acquisition Corp. issued Common Stock

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Wellington Management Company LP purchases Van Lanschot Kempen NV from Stichting FB Oranjewoud

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Wellington Management Company LP purchases Arcam AB

Transaction Advisors
Legal Advisor

Advised onAlkermes Plc issued Ordinary Shares

Legal Advisor

Advised onAlkermes Plc issued Ordinary Shares

Legal Advisor

Advised onAlkermes Plc issued Ordinary Shares

Associate

Advised onAlkermes Plc issued Ordinary Shares

Advisors & Consultants
Custodian

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Custodian

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.

Advisor

Executive Vice President State Street Global Operations at State Street Corporation

Advisor

Member at New York Angels, Inc.

Clients

PSERS' overall investment objective is to achieve returns in excess of the proprietary policy index and provide sufficient liquidity to meet the operating needs of the system. The PSERS Board of Trustees is responsible for investing funds of the System in accordance with guidelines and limitations set forth by state law. The Board is responsible for the formulation of investment policy and provides oversight of investment activities through the finance committee that makes recommendations to the Board. Internal and external investment managers act as agents for the System. The investment office implements the investment decisions within stated policy. In accordance with the investment policy established by the Board, PSERS' investment assets are allocated to numerous outside professional investment advisors and internal investment professionals. PSERS' investments include, but are not limited to: US style-oriented large cap equities, US style-oriented small cap equities, US micro cap equities, internally managed indexed equities, US MLPs, commodities/commodity index, non-US equities (small cap and emerging markets), US fixed income (core, high yield, CLOs, US Treasuries, non-US agency RMBS, TIPs), non-US developed markets fixed income, emerging markets fixed income, short-term investments (internally managed, LIBOR Plus, short-duration, non-agency RMBS and ultra short duration high yield), open-end real estate funds, US REITs, non-US REITs, global REITS, closed-end real estate investments, private equity/venture capital and hedge funds.

The College of the Holy Cross (or Holy Cross) is an undergraduate Roman Catholic, Jesuit, liberal arts college located in Worcester, Massachusetts, USA. Founded in 1843, Holy Cross is the oldest Roman Catholic college in New England and one of the oldest in the United States.

Assured Guaranty is the leading provider of financial guaranty insurance. We guarantee scheduled principal and interest payments when due on municipal, public infrastructure and structured financings. For more than a quarter century, in markets around the world, we have been committed to protecting debt holders from payment defaults and to helping issuers obtain cost-efficient access to capital. We also provide reinsurance to the financial guaranty industry. Our value proposition goes beyond our promise to pay principal and interest to investors in guaranteed financings. We also provide credit underwriting, negotiated terms, surveillance and, if necessary, remediation of the bonds we insure. These benefits create greater value and liquidity for investors. Issuers use our financial guarantees to lower their cost of funds, broaden distribution and diversify funding sources. Assured Guaranty Ltd. is a Bermuda-based insurance holding company that trades on the New York Stock Exchange with the ticker symbol AGO. Together with its subsidiaries, we refer to it as Assured Guaranty.

Investments
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Metro Bank PLC engages in the provision of retail and commercial banking services. Its products include current accounts, mortgages services, savings accounts, deposit accounts, commercial banking, borrowing, and merchant services. The company was founded by Vernon W. Hill II and Anthony William Thomson in July 2010 and is headquartered in London, the United Kingdom.

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Anchor BanCorp Wisconsin, Inc. operates as bank holding company for AnchorBank, fsb. It offers a full range of personalized financial solutions to households and businesses. The company operates through following segments: Residential, Commercial and industrial, Commercial real estate and consumer. Its commercial banking services include cash management, working capital lines of credit, term loans for fixed asset acquisitions, commercial mortgages, other forms of asset-based financing, construction and multi-family mortgage loans, commercial real estate and commercial loans. It also offer a wide range of consumer banking services, including residential mortgage loans, consumer loans, checking and savings accounts, money market and interest-bearing checking accounts, certificates of deposit, and individual retirement accounts. Anchor BanCorp Wisconsin was founded on March 18, 1992 and is headquartered in Madison, WI.

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Puma Biotechnology, Inc. is a development stage biopharmaceutical company. It acquires and develops innovative products for the treatment of various forms of cancer. The company focuses on in-licensing drug candidates that are undergoing or have already completed initial clinical testing for the treatment of cancer and then seek to further develop those drug candidates for commercial use. Puma Biotechnology was founded by Alan H. Auerbach on September 15, 2010 and is headquartered in Los Angeles, CA.

Investors
Details Hidden

Founder at Move The World Foundation

Suppliers
Boston Properties, Inc. Accounting & Financial Services | Boston, MA

Boston Properties, Inc. operates as a real estate investment trust. It develops, redevelops, acquires, manages, and owns aportfolio of Class A properties. It operates through the following geographical segments: Boston, New York, San Francisco, and Washington, DC. The company was founded by Mortimer Benjamin Zuckerman and Edward H. Linde in 1970 and is headquartered in Boston, MA.

Awards & Honors
Rank #27
2012
Hedge Fund Journal - 50 Largest US Managers
Sponsored by The Hedge Fund Journal
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