Investment adviser · CRD 165193
WELLINGTON MANAGEMENT INTERNATIONAL LTD
Investment adviser filing (IA)
WELLINGTON MANAGEMENT INTERNATIONAL LIMITED
LONDON, United Kingdom · Form ADV filed Nov 2, 2023
- Regulatory AUM
- $101B Form ADV · Item 5.F
- Client accounts
- 209 Accounts, not individual clients
- Employees
- 478 Reported in this filing
- Advisory professionals
- 140 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 9 | $35,143,419,082 | 34.7% |
| Pooled investment vehicles | 77 | $22,782,709,216 | 22.5% |
| Retirement plans | 57 | $19,455,298,207 | 19.2% |
| Sovereign wealth & foreign institutions | 18 | $10,415,732,847 | 10.3% |
| Insurance companies | 38 | $9,994,744,375 | 9.9% |
| Corporations & businesses | 6 | $2,478,480,637 | 2.4% |
| Charities | Fewer than 5 | $991,458,377 | 1.0% |
Filing source
Form ADV 1797511 · Nov 2, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, EMERGING MARKETS OPPORTUNITIES PORTFOLIOOther Private Fund · Last reported Mar 29, 2016$1.25BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-9522190816
- Reported beneficial owners
- 56
- Minimum commitment
- $5M
Form ADV 990129 · Mar 29, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, GLOBAL TOTAL RETURN PORTFOLIOHedge Fund · Last reported Jan 17, 2018$986MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-6288088799
- Reported beneficial owners
- 35
- Minimum commitment
- $5M
Form ADV 1160166 · Jan 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, GLOBAL TOTAL RETURN II PORTFOLIOHedge Fund · Last reported Jan 17, 2018$393MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-4829183420
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
Form ADV 1160166 · Jan 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, STRATEGIC REAL ASSET PORTFOLIOHedge Fund · Last reported Mar 8, 2017$359MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-3109259324
- Reported beneficial owners
- 52
- Minimum commitment
- $5M
Form ADV 1081782 · Mar 8, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, GLOBAL BOND OPPORTUNITIES - US TARGET TREASURIES PORTFOLIOOther Private Fund · Last reported Jan 17, 2018$310MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-5983488826
- Reported beneficial owners
- 15
- Minimum commitment
- $5M
Form ADV 1160166 · Jan 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, US INFLATION LINKED PORTFOLIOOther Private Fund · Last reported Jan 17, 2018$124MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-6948781803
- Reported beneficial owners
- 13
- Minimum commitment
- $5M
Form ADV 1160166 · Jan 17, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, EMERGING MARKETS LOCAL CURRENCY PORTFOLIOHedge Fund · Last reported Mar 8, 2017$46.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WELLINGTON MANAGEMENT ADVISERS, INC
CRD 152768 · SEC 8-68476
Fund details & source
- Fund ID
- 805-4802484114
- Reported beneficial owners
- 0
- Minimum commitment
- $5M
Form ADV 1081782 · Mar 8, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Nov 2, 2023. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
CARDINAL PLACE, 80 VICTORIA STREETLONDON, SW1E 5JL, United Kingdom
CRD 165193
Filing source
Form ADV 1797511 · Nov 2, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.