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 and New York (although they are present in other states as well).
Most Wellington Management Company LLC clients are hospitals, grantmaking foundations, health and welfare funds, and colleges, universities, and professional schools with revenues ranging from $73 million to $1.4 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 | American College of Surgeons (ACS) | 501(c)(3) | Chicago, IL | ||
| 5 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 6 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 7 | Newyork-Presbyterianbrooklyn Methodist (NYM) | 501(c)(3) | Brooklyn, NY | ||
| 8 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 9 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| 10 | Vincent Memorial Hospital Foundation | 501(c)(3) | Boston, MA | ||
| ... | and 35 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, Cammack Larhette Advisors, Great West Life and Annuity Ins Company, Prudential Retirement Insurance and, Metropolitan West Asset Management, New York Life Insurance Company, Strategic Advisors, Inc., Resources Investment Advisors, Inc., TD Ameritrade, and State Street Bank and Trust.
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