Wellington Alternative Investments

Wellington Alternative Investments (CRD# 226715) is a financial advisory firm headquartered in Boston, MA. They manage $12,932,964,469 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,933
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $150,383,308
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MA

Financial Advisors at Wellington Alternative Investments
No Advisor Found.
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