United States · 
What does Wellington Management invest in?
Wellington Management invests most often at Series C and Series B (44% of the rounds on record), in sectors such as Insur Tech, Insurance and Insurtechs.
Wellington Management highlights
- 01
67 cheques in the last 12 months
- 02
Mostly Series C and Series B: 44% of its rounds
- 03
Sole investor in 6 rounds, median $54M
- 04
3 exits from the portfolio
What they do
Asset class Equity Fixed income Multi-asset Alternatives Private InvestingFrom their own website
- Type
- VC firm (from a list, unverified)
- Cheque size
- $5.0M – $50M as they say
- Stages
- SeedSeries ASeries BGrowthPre-IPO
- Sectors
- Insur TechInsuranceInsurtechs
- Based in
- Boston, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first297 appearances
- 2026
48 rounds
- Oct
- Oct
- Oct
- Oct
- Sept
- Sept
- Sept
- Sept
- Sept
- Sept
- Aug
- Aug
- Jul
- Jul
- Jul
- Jul
- Jul
- Jul
- Jul
- Jun
- Jun
- Jun
- Jun
- Jun
- Jun
- Jun
- Jun
- Jun
- May
- May
- Mar
- Mar
- Mar
- Mar
- Mar
- Feb
- Feb
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- Feb
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration24 named
AMAisling Mary FreiheitDirectoriForm ADV
ADAndrew David Sharp PaulDirectoriForm ADV
BJBrendan J. SwordsBrendan J. Swords is also an executive officer of Wellington Global Administrator, Ltd., the general partneriFiling they signed
CAC A TaglionePresidentiForm ADV
CACarmine A. TaglionePresidentiForm ADV
CACarmine A. TaglianoDirectoriFiling they signed
CRCedric Roger PouillartDirectoriForm ADV
CJCharles John MulhernDirectoriForm ADV
CGChristopher G. KirkDirectoriFiling they signed
DKDavid Keith EikenberryDirectoriForm ADV
DCDawn C. GriffithsDirectoriFiling they signed
DADesmond Anthony HavlicekDirectoriForm ADV
EMElizabeth Menai ChisholmDirectoriForm ADV
EKErin Kimberly MurphyDirectoriForm ADV
GPGeorgia PrinslooDirectoriFiling they signed
GSGregory Scott KonzalGregory S. Konzal is Vice President of Wellington Management Investment, Inc., the managing member of Wellington Global Administrator, Ltd., the general partneriFiling they signed
HEHelen E. ClementDirectoriFiling they signed
HYHoi Yee Karen TangDirectoriForm ADV
IKIhsan K SpeedeChief Compliance OfficeriForm ADV
JAJanet Anandhi PerumalDirectoriForm ADV
JMJean Marie HynesChief Executive OfficeriForm ADV
JCJohn C.R CollisDirectoriFiling they signed
JEJohn Edward BrunoDirectoriForm ADV
JCJonathan C. ConantDirectoriFiling they signed
We also hold 350 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1558Bassets it manages, 5 advisers combinedOct 2026
7+funds on filenumbered funds in its name
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Wellington Management Japan Pte. LTD.
- SEC number
- CRD 106595
Funds on its Form ADV
222 private funds, $111B in gross assets · filed Jul 2024
Hedge 114Trust company pool 47Private equity 33
- Iguazu Master Investors (Cayman) L.P.Hedge133 investors$8.2B
- Wellington Trust Company, NA Multiple Common Trust Funds Trust, Opportunistic Fixed Income Allocation PortfolioHedge63 investors$6.5B
- Wellington Pagosa Fund (Cayman) II, LTD.Hedge1 investor$6.2B
- Bay POND Partners, L.P.Hedge171 investors$5.5B
- Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Global Credit Absolute Return PortfolioHedge1 investor$3.5B
- US Research Equity Extended Master Fund (Cayman) L.P.Hedge77 investors$3.4B
- Global Research Equity Extended Master Fund (Cayman), L.P.Hedge99 investors$3.2B
- Wellington Blended Opportunistic EMD, L.P.Hedge2 investors$2.6B
- Wellington Hadley Harbor Master Investors (Cayman) IV L.P.Private equity222 investors$2.2B
- International Research Equity Extended Master Fund (Cayman), L.P.Hedge44 investors$2.0B
And 212 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
0 of 1 we have independently watched raise
Wellington Alternative Investments
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed3 in all
DatalogixBought by Oracle Corporation$1.2BDec 2014
Civitas TherapeuticsBought by Acorda Therapeutics$525MSept 2014
An exit counts when it came after the firm's first round in the company. From historical deal records.