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, and Pennsylvania (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 $70 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 | 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 32 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 Morningstar, Morningstar Investment Management LLC, Victory, Creative Planning, NFP Retirement Inc, Captrust, Towers Watson, Oneamerica Retirement Services LLC, Fiduciary Investment Advisors, and Minnesota Life Insurance Company.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.