Wellington Hedge Management LLC (Boston)

Name: Wellington Hedge Management LLC
Address: 280 Congress Street, Boston, MA, 02210
Telephone: 617-951-5372

Wellington Hedge Management LLC is a large advisory firm based in Boston. It manages $14.54 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware and Massachusetts.

Wellington Hedge Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wellington Hedge Management: assets under management

The assets under management (AUM) of Wellington Hedge Management LLC is $14.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.31 million each.

Wellington Hedge Management has custody of $13.99 billion in cash and securities for 82 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellington Hedge Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wellington Hedge Management LLC

Christopher George Kirk has been acting as President since 1 Mar 2016. James Scott Peterson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wellington Management Funds Holdings Llp	Member	1 Jan 2015	75% - 100%	47-1176289
James Scott Peterson	Chief compliance officer	1 Mar 2016	Other	4077190
Christopher George Kirk	President	1 Mar 2016	Other	2286212
James S Peterson	Chief compliance officer	1 Mar 2016	Other	4077190

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Wellington Management Group Llp	Managing partner	1 May 2014	75% - 100%	04-2683227
Wellington Group Holdings Llp	Managing partner	1 May 2014	75% - 100%	47-1167553

Based in Boston

The principal office where Wellington Hedge Management LLC performs its advisory services is located at 280 Congress Street, Boston, MA 02210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-951-5372. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at wellington.com.