# Wellington Management: portfolio, investments and team

> Wellington Management is a vc firm based in United States. 297 investments on record, 67 in the last 12 months, latest Oct 2026.

Source: https://millionrounds.com/fund/wellington-management (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Wellington Management

Last cheque observed Oct 2026; 297 cheques on record.

Email

Deploying now New fund $22M, Aug 2026 VC firm

Seed Series A Series B Insur Tech Insurance Insurtechs

Follow Wellington Management and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fwellington-management)

Deploying now

**88%** of best year **67** **cheques in 12 months**, 297 on record

Since the last cheque **6** days **00** hrs **00** min **00** sec

Median round **$130M** Cheque size, as they say **$5.0M – $50M** Rounds led **15 of 297** Sole investor **6 rounds** Exits **3 from the portfolio** Mostly in **United States, 84%**

Pitch Wellington Management

## 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 Investing From their own website

- **Type:** VC firm (from a list, unverified)
- **Cheque size:** $5.0M – $50M as they say
- **Stages:** Seed Series A Series B Growth Pre-IPO
- **Sectors:** Insur Tech Insurance Insurtechs
- **Based in:** Boston, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **297 appearances**

- **2026** 48 rounds
- **Oct** **[Kalshi](https://millionrounds.com/company/kalshi)** Series G · US · https://ascendants.in/ **$1.0B** *Led*
- **Oct** **[Zai Lab](https://millionrounds.com/company/zai-lab)** CN · Pulse 2.0 **$250M** With 10 others
- **Oct** **[Mueon Corp.](https://millionrounds.com/company/mueon-corp)** Series A · US · Pulse 2.0 **$65M** With 8 others
- **Oct** **[Alaunos Therapeutics](https://millionrounds.com/company/alaunos-therapeutics)** US · Google News search **$350M** With 6 others
- **Sept** **[Nscale](https://millionrounds.com/company/nscale)** GB · TechCrunch **$3.4B** With 3 others
- **Sept** **[Tabby](https://millionrounds.com/company/tabby)** Series F · SA · Wamda **$233M** With 3 others
- **Sept** **[Temporal](https://millionrounds.com/company/temporal)** Series E · US · Crunchbase News **$550M** *Led*
- **Sept** **[Clay](https://millionrounds.com/company/clay)** Series D · US · BetaKit **$115M** *Led*
- **Sept** **[Korsana Biosciences](https://millionrounds.com/company/korsana-biosciences)** US **$380M** With 3 others
- **Sept** **[Beta Bionics](https://millionrounds.com/company/beta-bionics)** US **$173M** With 3 others
- **Aug** **[Muon Space](https://millionrounds.com/company/muon-space)** Series C · US · TechStartups **$250M** With 4 others
- **Aug** **[Whatnot](https://millionrounds.com/company/whatnot)** Growth · US · Greycroft **$545M** With 5 others
- **Jul** **[Crystalys Therapeutics](https://millionrounds.com/company/crystalys-therapeutics)** Series B · Frazier Life Sciences **$130M** With 10 others
- **Jul** **[Flex](https://millionrounds.com/company/flex)** Series B · US · Portage **$70M** With 8 others
- **Jul** **[FORE Biotherapeutics](https://millionrounds.com/company/fore-biotherapeutics)** Series D · US · Ventureburn **$67M** With 15 others
- **Jul** **[Quantum Systems](https://millionrounds.com/company/quantum-systems)** Series D · DE · TechStartups **$1.2B** With 12 others
- **Jul** **[Dyne Therapeutics](https://millionrounds.com/company/dyne-therapeutics)** US **$375M** With 3 others
- **Jul** **[Scribe Therapeutics](https://millionrounds.com/company/scribe-therapeutics)** US **$7.5M** With 4 others
- **Jul** **[Creditas](https://millionrounds.com/company/creditas)** Debt · BR **$28M** With 3 others
- **Jun** **[RQ Bio](https://millionrounds.com/company/rq-bio)** Series A · GB · Frazier Life Sciences **$115M** With 7 others
- **Jun** **[Baseten](https://millionrounds.com/company/baseten)** Growth · US · Crunchbase News **$1.5B** *Led*
- **Jun** **[NinjaOne](https://millionrounds.com/company/ninjaone)** Series C · US · Crunchbase News **$400M** With 10 others
- **Jun** **[Element Biosciences](https://millionrounds.com/company/element-biosciences)** Growth · US · Ventureburn **$175M** With 4 others
- **Jun** **[Climate First Bank](https://millionrounds.com/company/climate-first-bank)** Growth · US **$67M** With 1 other
- **Jun** **[Moderna](https://millionrounds.com/company/moderna)** Grant · US **$50M** With 3 others
- **Jun** **[Current](https://millionrounds.com/company/current)** Series E · US **$80M** With 3 others
- **Jun** **[Scribe Therapeutics](https://millionrounds.com/company/scribe-therapeutics)** Grant · US **$25M** With 4 others
- **Jun** **[Nuvation Bio](https://millionrounds.com/company/nuvation-bio)** Debt · US **$250M** With 4 others
- **May** **[Kin Insurance](https://millionrounds.com/company/kin-insurance)** Debt · US **$335M** With 4 others
- **May** **[Apogee Therapeutics](https://millionrounds.com/company/apogee-therapeutics)** Debt · US **$1.3B** With 3 others
- **Mar** **[Quince](https://millionrounds.com/company/quince)** Series E · US · TechCrunch **$500M** With 12 others
- **Mar** **[Pinterest](https://millionrounds.com/company/pinterest)** Debt · US · Ventureburn **$1.0B** With 6 others
- **Mar** **[Span](https://millionrounds.com/company/span)** Venture · US **$75M** With 3 others
- **Mar** **[Urban Company](https://millionrounds.com/company/urban-company)** Secondary **$68M** With 3 others
- **Mar** **[Zenas BioPharma](https://millionrounds.com/company/zenas-biopharma)** US **$100M** With 4 others
- **Feb** **[Encord](https://millionrounds.com/company/encord)** Series C · US · Bright Pixel **$60M** *Led*
- **Feb** **[ElevenLabs](https://millionrounds.com/company/elevenlabs)** Series D · US · TechCrunch **$500M** With 23 others
- **Feb** **[Forerunner](https://millionrounds.com/company/forerunner)** Series B · US **$26M** With 3 others
- **Feb** **[Lendbuzz](https://millionrounds.com/company/lendbuzz)** Debt · US **$246M** With 3 others
- **Feb** **[Angitia Biopharmaceuticals](https://millionrounds.com/company/angitia-biopharmaceuticals)** Series D · US **$130M** With 5 others

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 registration **24 named**

AM **Aisling Mary Freiheit** Director i Form ADV

AD **Andrew David Sharp Paul** Director i Form ADV

BJ **Brendan J. Swords** Brendan J. Swords is also an executive officer of Wellington Global Administrator, Ltd., the general partner i Filing they signed

CA **C A Taglione** President i Form ADV

CA **Carmine A. Taglione** President i Form ADV

CA **Carmine A. Tagliano** Director i Filing they signed

CR **Cedric Roger Pouillart** Director i Form ADV

CJ **Charles John Mulhern** Director i Form ADV

CG **Christopher G. Kirk** Director i Filing they signed

DK **David Keith Eikenberry** Director i Form ADV

DC **Dawn C. Griffiths** Director i Filing they signed

DA **Desmond Anthony Havlicek** Director i Form ADV

EM **Elizabeth Menai Chisholm** Director i Form ADV

EK **Erin Kimberly Murphy** Director i Form ADV

GP **Georgia Prinsloo** Director i Filing they signed

GS **Gregory Scott Konzal** Gregory S. Konzal is Vice President of Wellington Management Investment, Inc., the managing member of Wellington Global Administrator, Ltd., the general partner i Filing they signed

HE **Helen E. Clement** Director i Filing they signed

HY **Hoi Yee Karen Tang** Director i Form ADV

IK **Ihsan K Speede** Chief Compliance Officer i Form ADV

JA **Janet Anandhi Perumal** Director i Form ADV

JM **Jean Marie Hynes** Chief Executive Officer i Form ADV

JC **John C.R Collis** Director i Filing they signed

JE **John Edward Bruno** Director i Form ADV

JC **Jonathan C. Conant** Director i Filing 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

**$1558B** assets it manages, 5 advisers combined Oct 2026

**7+** funds on file numbered funds in its name

**Registered** investment adviser full 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 **114** Trust company pool **47** Private equity **33**

- Iguazu Master Investors (Cayman) L.P. *Hedge* 133 investors $8.2B
- Wellington Trust Company, NA Multiple Common Trust Funds Trust, Opportunistic Fixed Income Allocation Portfolio *Hedge* 63 investors $6.5B
- Wellington Pagosa Fund (Cayman) II, LTD. *Hedge* 1 investor $6.2B
- Bay POND Partners, L.P. *Hedge* 171 investors $5.5B
- Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Global Credit Absolute Return Portfolio *Hedge* 1 investor $3.5B
- US Research Equity Extended Master Fund (Cayman) L.P. *Hedge* 77 investors $3.4B
- Global Research Equity Extended Master Fund (Cayman), L.P. *Hedge* 99 investors $3.2B
- Wellington Blended Opportunistic EMD, L.P. *Hedge* 2 investors $2.6B
- Wellington Hadley Harbor Master Investors (Cayman) IV L.P. *Private equity* 222 investors $2.2B
- International Research Equity Extended Master Fund (Cayman), L.P. *Hedge* 44 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 listed **3 in all**

**[Apigee](https://millionrounds.com/company/apigee)** Bought by [Google](https://millionrounds.com/fund/google-assistant-investments) **$625M** Sept 2016

**[Datalogix](https://millionrounds.com/company/datalogix)** Bought by [Oracle Corporation](https://millionrounds.com/fund/oracle) **$1.2B** Dec 2014

**[Civitas Therapeutics](https://millionrounds.com/company/civitas-therapeutics)** Bought by Acorda Therapeutics **$525M** Sept 2014

An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$22M**

raised in Aug 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$130M** the round, not its cheque Alone, median **$54M**

Led 15 of 297 rounds **5%**

- **Said size:** $5.0M – $50M
- **Sole investor:** 6 rounds
- **Last cheque:** Oct 2026
- **Exits:** 3 from the portfolio

Rounds by stage said on their site

- Series C *33*
- Series B said *30*
- Series D *29*
- Venture *28*
- Growth said *22*
- Seed said *-*
- Series A said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

Often in the room with

- [RA Capital Management](https://millionrounds.com/fund/ra-capital-management) 39
- [Fidelity](https://millionrounds.com/fund/fidelity) 34
- [Janus Henderson Investors](https://millionrounds.com/fund/janus-henderson-investors) 30
- [BlackRock](https://millionrounds.com/fund/blackrock) 28
- [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) 27
- [Cormorant Asset Management](https://millionrounds.com/fund/cormorant-asset-management) 25

**Pitching Wellington Management?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as Wellington Management. A count of rooms they were both in, not a relationship either has claimed.

[**RA Capital Management** Private equity **39** rounds together](https://millionrounds.com/fund/ra-capital-management)[**Fidelity** VC firm **34** rounds together](https://millionrounds.com/fund/fidelity)[**Janus Henderson Investors** Private equity **30** rounds together](https://millionrounds.com/fund/janus-henderson-investors)[**BlackRock** Asset manager **28** rounds together](https://millionrounds.com/fund/blackrock)[**Andreessen Horowitz** VC firm **27** rounds together](https://millionrounds.com/fund/andreessen-horowitz)[**Cormorant Asset Management** Private equity **25** rounds together](https://millionrounds.com/fund/cormorant-asset-management)[**Perceptive Advisors** Asset manager **25** rounds together](https://millionrounds.com/fund/perceptive-advisors)[**Sequoia Capital** VC firm **20** rounds together](https://millionrounds.com/fund/sequoia-capital)[**New Enterprise Associates** VC firm **18** rounds together](https://millionrounds.com/fund/new-enterprise-associates)[**OrbiMed** Private equity **18** rounds together](https://millionrounds.com/fund/orbimed)[**Redmile Group** VC firm **16** rounds together](https://millionrounds.com/fund/redmile-group)[**IVP** VC firm **15** rounds together](https://millionrounds.com/fund/ivp)

## Recently backed

The latest companies Wellington Management put money into.

[**Kalshi** $1.0B · Oct 2026](https://millionrounds.com/company/kalshi)[**Tabby** $233M · Sept 2026](https://millionrounds.com/company/tabby)[**Temporal** $550M · Sept 2026](https://millionrounds.com/company/temporal)[**Clay** $115M · Sept 2026](https://millionrounds.com/company/clay)[**Korsana Biosciences** $380M · Sept 2026](https://millionrounds.com/company/korsana-biosciences)[**Beta Bionics** $173M · Sept 2026](https://millionrounds.com/company/beta-bionics)

## On podcasts

4 episodes naming Wellington Management in the title, and 4 more that mention it.

- [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) 6 Aug 2026 · 25 min Wellington Management's Mike Trihy - going long on evergreen funds: AGM Live from SuperReturn Mentions [Wellington Management](https://millionrounds.com/fund/wellington-management) Apple PodcastsShow page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 23 Dec 2024 · 48 min Training Grounds: Wellington Management – Jean Hynes (EP.423) With [Jean Hynes](https://millionrounds.com/person/jean-hynes) Mentions [Wellington Management](https://millionrounds.com/fund/wellington-management)[Bain Capital](https://millionrounds.com/fund/bain-capital) Apple PodcastsShow page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 8 Jun 2020 · 52 min [REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82) With [Jean Hynes](https://millionrounds.com/person/jean-hynes) Mentions [Wellington Management](https://millionrounds.com/fund/wellington-management) Apple PodcastsShow page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 14 Jan 2019 · 52 min Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82) With [Jean Hynes](https://millionrounds.com/person/jean-hynes) Mentions [Wellington Management](https://millionrounds.com/fund/wellington-management) Apple PodcastsShow page

### Mentioned in

- [How I Invest](https://millionrounds.com/podcasts/how-i-invest) 8 Jun 2026 · 28 min E385: Why Public Markets Need SpaceX, OpenAI & Anthropic Apple PodcastsShow page
- [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 1 Oct 2025 · 17 min Seasoned Growth Lender: Wellington’s Jeff Chapman Apple PodcastsShow page
- [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 29 Jan 2025 · 21 min Providing Lasting Healthcare Change: Omada Health’s Sean Duffy Apple PodcastsShow page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 16 Jan 2025 · 54 min Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) Apple PodcastsShow page

## Quick answers about Wellington Management

### 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.

### How active is Wellington Management?

297 investments on record, 67 of them in the last 12 months, and it led 15. The most recent was in Oct 2026.

### What has Wellington Management invested in recently?

Its most recent investments on record: Kalshi (Series G, Oct 2026), Zai Lab (Undisclosed round, Oct 2026) and Mueon Corp. (Series A, Oct 2026).

### How big are Wellington Management's cheques?

The median round it joins is $130M. It says it writes cheques of $5.0M to $50M.

### Does Wellington Management lead rounds?

Sometimes: it led 15 of its 297 investments on record (5%).

### Where does Wellington Management invest?

Most of the companies it backs are in the United States (84%) and the United Kingdom (5%).

### Is Wellington Management investing now?

Yes: it is actively investing, with 67 investments in the last 12 months.

### Who does Wellington Management invest alongside?

Most often RA Capital Management (39 rounds together), Fidelity (34 rounds together) and Janus Henderson Investors (30 rounds together).

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