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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.