Form D · Hedge Fund

Wellington Management Investors (Bermuda), Ltd.

Hamilton, D0 · CIK 0001456162

Offering snapshot reported Aug 4, 2026 · SEC filing

Reported sold
$4.44B
Indefinite offering
Investors reported
263
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2001
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.03B$6.06BMar 16, 2009: $4,618,704,561.00Mar 16, 2009Mar 16, 2010: $4,998,955,519.00Mar 17, 2011: $5,165,038,048.00Mar 15, 2012: $5,503,062,360.00Mar 4, 2013: $5,663,337,037.00Mar 3, 2014: $6,057,274,701.00Mar 3, 2015: $3,625,907,176.00Mar 3, 2016: $4,171,507,176.00May 27, 2016: $4,383,230,040.00May 25, 2017: $4,205,044,266.00Jul 11, 2017: $4,205,044,266.00Jan 23, 2018: $4,211,294,266.00Jul 6, 2018: $4,355,419,073.00Jul 8, 2019: $4,355,919,073.00Nov 13, 2019: $4,355,919,073.00Feb 25, 2020: $4,322,870,544.00Feb 25, 2021: $4,322,870,544.00Feb 25, 2022: $4,323,870,544.00Feb 24, 2023: $4,323,870,544.00May 18, 2023: $4,325,020,544.00Mar 8, 2024: $4,421,821,826.00Mar 7, 2025: $443,615,187.00Jul 1, 2025: $4,433,615,187.00Jul 1, 2026: $4,437,615,187.00Aug 4, 2026: $4,437,615,187.00Aug 4, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 4, 2026Amendment$4,437,615,187$0vs Jul 1, 2026263SEC filing
Jul 1, 2026Amendment$4,437,615,187$4,000,000vs Jul 1, 2025263SEC filing
Jul 1, 2025Amendment$4,433,615,187$3,990,000,000vs Mar 7, 2025263SEC filing
Mar 7, 2025Amendment$443,615,187-$3,978,206,639vs Mar 8, 2024263SEC filing
Mar 8, 2024Amendment$4,421,821,826$96,801,282vs May 18, 2023260SEC filing
May 18, 2023Amendment$4,325,020,544$1,150,000vs Feb 24, 2023256SEC filing
Feb 24, 2023Amendment$4,323,870,544$0vs Feb 25, 2022256SEC filing
Feb 25, 2022Amendment$4,323,870,544$1,000,000vs Feb 25, 2021256SEC filing
Feb 25, 2021Amendment$4,322,870,544$0vs Feb 25, 2020256SEC filing
Feb 25, 2020Amendment$4,322,870,544-$33,048,529vs Nov 13, 2019256SEC filing
Nov 13, 2019Amendment$4,355,919,073$0vs Jul 8, 2019236SEC filing
Jul 8, 2019Amendment$4,355,919,073$500,000vs Jul 6, 2018236SEC filing
Jul 6, 2018Amendment$4,355,419,073$144,124,807vs Jan 23, 2018235SEC filing
Jan 23, 2018Amendment$4,211,294,266$6,250,000vs Jul 11, 2017232SEC filing
Jul 11, 2017Amendment$4,205,044,266$0vs May 25, 2017230SEC filing
May 25, 2017Amendment$4,205,044,266-$178,185,774vs May 27, 2016230SEC filing
May 27, 2016Amendment$4,383,230,040$211,722,864vs Mar 3, 2016289SEC filing
Mar 3, 2016Amendment$4,171,507,176$545,600,000vs Mar 3, 2015276SEC filing
Mar 3, 2015Amendment$3,625,907,176-$2,431,367,525vs Mar 3, 2014273SEC filing
Mar 3, 2014Amendment$6,057,274,701$393,937,664vs Mar 4, 2013481SEC filing
Mar 4, 2013Amendment$5,663,337,037$160,274,677vs Mar 15, 2012463SEC filing
Mar 15, 2012Amendment$5,503,062,360$338,024,312vs Mar 17, 2011447SEC filing
Mar 17, 2011Amendment$5,165,038,048$166,082,529vs Mar 16, 2010440SEC filing
Mar 16, 2010Amendment$4,998,955,519$380,250,958vs Mar 16, 2009423SEC filing
Mar 16, 2009Initial$4,618,704,561No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-127883
If applicable, employees of the recipient listed in item 12, are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Wellington Funds Distributors Inc.000152768
Morgan Stanley Smith Barney LLC000149777
Citigroup Global Markets Inc.000007059
Citi Private Advisory, LLC000153777

Source: Form D, filed Aug 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
NameReported role
Helen E. Clement Director
John C.R Collis Director
Jonathan C. Conant Director
Michael J. Feder Director
Dawn C. Griffiths Director
Michelle L. Hunter Director
Christopher G. Kirk Director
Gregory S. Konzal Director
Neil A. Medugno Director
Susan G. O'connell Director
Phillip H. Perelmuter Director
Georgia Prinsloo Director
Matthew N. Shea Director
Sara Lou Sherman Director
Brendan J. Swords Director
Carmine A. Taglione Director
Perry M. Traquina Director
Wellington Alternative Investments Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Conyers Corporate Services (Bermuda) Ltd Richmond House, 12 Par La Ville Road
Hamilton, D0, HM 08