Wellington Management Company LLC is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts (although they are present in other states as well).
Most Wellington Management Company LLC clients are hospitals, grantmaking foundations, health and welfare funds, and colleges, universities, and professional schools with revenues ranging from $38 million to $1.1 billion.
Previous legal names, trade names, or just variations of their name include: Wellington Management Company LLP; Wellington Management Company; Wellington Management; Wellington Management Co.; Wellington Management LLP; Wellington Management Co., LLP; Wellington Management Co. LLC; and Wellington Investments.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 3 | Financial Industry Regulatory Authority (FINRA) | 501(c)(6) | Rockville, MD | ||
| 4 | American College of Surgeons (ACS) | 501(c)(3) | Chicago, IL | ||
| 5 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 6 | Stuart Foundation | 501(c)(3) | San Francisco, CA | ||
| 7 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 8 | Newyork-Presbyterianbrooklyn Methodist (NYM) | 501(c)(3) | Brooklyn, NY | ||
| 9 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 10 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| ... | and 40 more Wellington Management Company LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Management Company LLC in the nonprofit sector include Towers Watson Delaware Inc., Cambridge Investment Research, Victory, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Transamerica, Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Charles Schwab Investment Management Inc., and Morningstar.
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