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, direct life, health, and medical insurance carriers, health and welfare funds, colleges, universities, and professional schools, professional associations, and grantmaking foundations with revenues ranging from $71 million to $1.0 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 | Unite Here | 501(c)(5) | New York, NY | ||
| 5 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 6 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 7 | John Templeton Foundation | 501(c)(3) | West Conshohocken, PA | ||
| 8 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| 9 | Dan Murphy Foundation | 501(c)(3) | Los Angeles, CA | ||
| 10 | The Valley Hospital | 501(c)(3) | Paramus, NJ | ||
| ... | and 26 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 Colonial Consulting, Wellington Trust Company, State Street Bank and Trust, Mercer Us, Inc., Marsh and Mclennan Agency, Metlife, Metropolitan West Asset Management, Cohen and Steers, Inc., Marsh and Mclennan Agency, LLC, and Sageview Advisory Group.
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