Form D · Other Investment Fund

Wellington CLO Partners Fund I, L.P.

Boston, MA · CIK 0001974601

Offering snapshot reported Apr 29, 2024 · SEC filing

Reported sold: $165M
Investors reported: 41
Minimum accepted: $0
First sale: May 5, 2023

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 41

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 29, 2024	Amendment	$165,350,000	No comparison	41	SEC filing
May 1, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-480492

Source: Form D, filed Apr 29, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WELLINGTON CLO PARTNERS FUND I, L.P.

Investment adviser: WELLINGTON MANAGEMENT COMPANY LLP

Gross asset value: $202M
Beneficial owners: 6
ADV minimum commitment: $5M

Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Marketer WELLINGTON FUNDS DISTRIBUTORS INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

WELLINGTON FUNDS DISTRIBUTORS INC.
CRD 152768 · SEC 8-68476

Filing source

Form ADV 2104219 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-8841759336

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Wellington CLO Partners Fund I, L.P. (this fund)	Apr 29, 2024	$165,350,000	41
Wellington CLO Partners Fund II, L.P.	Jan 23, 2026	$13,500,000	21

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Wellington Clo Gp Llc	Executive
N/A Wellington Clo Management Llc	Executive
N/A Wellington Management Clo Advisors Llc	Executive
N/A Wellington Management Company Llp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

280 Congress Street
Boston, MA, 02210