Wellington Management

About The Fund

Wellington Management, established in 1928 and headquartered in Boston, Massachusetts, is a globally recognized investment management firm catering to a diverse clientele that includes high net worth individuals, institutional investors such as banking and thrift institutions, pension and profit sharing plans, endowments, foundations, insurers, wealth managers, state and municipal government entities, family offices, and consultants. The firm primarily focuses on growth and value stocks across small-cap, mid-cap, and large-cap segments, orchestrating equity, fixed income, balanced mutual funds, and hedge funds. Wellington also has a notable private investing arm with a unique perspective stemming from their position as one of the world's largest independent asset managers. By leveraging their extensive industry research, expertise across various asset classes, and extensive global networks in both public and private markets, they identify and support private companies poised to revolutionize industries. The private investing division at Wellington emphasizes investments in sectors like Software, IT and TMT, Education, Business Solutions, CleanTech, A.I. and Big Data, Robotics, and Consumer sectors. Operating with an investment range from $5 million to $50 million, with a 'sweet spot' of around $25 million, the fund is involved in every stage from Seed, Series A, to Series B, including Equity Crowdfunding. They manage an impressive $8.5 billion in AUM, housed in a diverse portfolio of 192 investments, and bring on average over 16 years of core investment team experience. Wellington's private investing team expresses their commitment to environmental, social, and governance (ESG) factors by working alongside portfolio companies to navigate ESG landscapes and enhancing ESG-related financial outcomes through insight and specialized guidance. Moreover, they engage in climate research collaboration, allowing them to gain scientific insights to inform their investment strategy with regards to climate impact. Their private investments span various focus areas, notably early-stage venture, climate growth, late-stage biotechnology, late-stage growth, and private credit, showcasing a comprehensive reach across different stages and aspects of private markets.