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, and health and welfare funds with revenues ranging from $57 million to $1.2 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 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Newyork-Presbyterianbrooklyn Methodist (NYM) | 501(c)(3) | Brooklyn, NY | ||
| 7 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 8 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| 9 | Vincent Memorial Hospital Foundation | 501(c)(3) | Boston, MA | ||
| 10 | Valley Health System | 501(c)(3) | Ridgewood, NJ | ||
| ... | and 30 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 Great West Life and Annuity Company, Dimeo Schneider, Ropes and Gray LLP, Sei Investments, Cambridge Associates LLC, Charles Schwab Bank, Income Research and Management, National Investment Services, Mercer Investments, and Newport Trust Company.
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