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 and New York (although they are present in other states as well).
Most Wellington Management Company LLC clients are hospitals, grantmaking foundations, and health and welfare funds with revenues ranging from $70 million to $1.2 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 LLC; Wellington Management Co., LLP; 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 | National Education Association of the United States | 501(c)(5) | Washington, DC | ||
| 5 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 6 | Unite Here | 501(c)(5) | New York, NY | ||
| 7 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 8 | Uja-Federation of New York | 501(c)(3) | New York, NY | ||
| 9 | The Ahmanson Foundation | 501(c)(3) | Beverly Hills, CA | ||
| 10 | Vincent Memorial Hospital Foundation | 501(c)(3) | Boston, MA | ||
| ... | and 32 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 William Blair and Company, Massachusetts Mutual Life Ins. Co., John Hancock, Principal, NFP Insurance Services Inc, Aon Consulting Inc, Mercer Human Resource Consulting, Towers Watson Delaware, Inc., Valic, and JP Morgan Chase Bank N.a..
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