Wellington Management Company LLC is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, Pennsylvania, and California (although they are present in other states as well).
Most Wellington Management Company LLC clients are hospitals, grantmaking foundations, health and welfare funds, direct life, health, and medical insurance carriers, and colleges, universities, and professional schools with revenues ranging from $74 million to $2.7 billion.
Previous legal names, trade names, or just variations of their name include: Wellington Management Company LLP; Wellington Management Company; Wellington Management; Wellington Management Co.; Wellington Management LLP; Wellington Management Co LLC; Wellington Management Co., LLP; and Wellington Investments.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 3 | Financial Industry Regulatory Authority (FINRA) | 501(c)(6) | Rockville, MD | ||
| 4 | National Education Association of the United States | 501(c)(5) | Washington, DC | ||
| 5 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 6 | Unite Here | 501(c)(5) | New York, NY | ||
| 7 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 8 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 9 | John Templeton Foundation | 501(c)(3) | West Conshohocken, PA | ||
| 10 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| ... | and 29 more Wellington Management Company LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Management Company LLC in the nonprofit sector include Cambridge Investment Research Inc, Morningstar, NFP Retirement Inc, Towers Watson, Fiduciary Investment Advisors, Morningstar Investment Management LLC, Cambridge Investment Research, Minnesota Life Insurance Company, Towers Watson Delaware Inc., and NFP Retirement Inc..
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