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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

WELLINGTON MANAGEMENT HONG KONG LIMITED

CRD 165208

CENTRAL, HONG KONG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d497004-6baa-d99d-3361-30abb191164d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 32
On other graphs: 0
Observed: Oct 25, 2012 to Jul 9, 2026
46 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.55 institutional_share=0.45 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $14BItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 105
Advisory employees: 21
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 49
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
SEC number: 801-77319
CIK: 1633866
CRD: 165208
Filings on the tape: 46
First filed: Oct 25, 2012
Latest filed: Jul 9, 2026
Organised: Other (specify)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, ASIA CONTRARIAN EQUITY PORTFOLIO	Other Private Fund	$7,300	Sep 1, 2022	1	Mar 16, 2012	dropped	n/a
WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, JAPAN RESEARCH EQUITY PORTFOLIO	Other Private Fund	$0	Dec 9, 2019	5	Aug 9, 2013	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AU, KAR ON KAREN	Director	Na	yes	10/2024	Oct 25, 2012	Nov 8, 2024
Ballauff, Susanne	Director	Na	yes	08/2021	Aug 3, 2021	Nov 8, 2024
Bruno, John, Edward	Director	Na	yes	01/2019	Jan 4, 2019	Nov 8, 2024
Chisholm, Elizabeth, Menai	Director	Na	yes	10/2023	Jan 10, 2024	Nov 8, 2024
FREIHEIT, AISLING, MARY	Director	Na	yes	11/2017	Oct 25, 2012	Nov 8, 2024
Hui, Ming, Kei	Director	Na	yes	10/2021	Aug 3, 2021	Nov 8, 2024
Murphy, Erin, Kimberly	Director	Na	yes	09/2022	Sep 1, 2022	Nov 8, 2024
Peavey, Justin, Scott	Director	Na	yes	08/2021	Mar 31, 2023	Nov 8, 2024
POUILLART, CEDRIC, ROGER	Director	Na	yes	10/2017	Sep 29, 2017	Nov 8, 2024
Rao-Chakravort, Tarit	Director	Na	yes	04/2024	Jul 1, 2024	Nov 8, 2024
Tang, Hoi Yee Karen	Director	Na	yes	05/2020	May 8, 2020	Nov 8, 2024
WELLINGTON GROUP HOLDINGS LLP	MANAGING PARTNER	E	yes	05/2014	Jan 2, 2015	Nov 8, 2024
WELLINGTON INVESTMENT ADVISORS HOLDINGS LLP	Shareholder	E	yes	01/2015	Jan 2, 2015	Nov 8, 2024
WELLINGTON MANAGEMENT GLOBAL HOLDINGS, LTD.	Shareholder	E	yes	01/2003	Oct 25, 2012	Nov 8, 2024
WELLINGTON MANAGEMENT GROUP LLP	MANAGING PARTNER	E	yes	05/2014	Jan 2, 2015	Nov 8, 2024
Yu, Si Ping, May	Director	Na	yes	10/2024	Nov 8, 2024	Nov 8, 2024
Soo, Linda	CHIEF COMPLIANCE OFFICER	Na	no	02/2022	Feb 17, 2022	Nov 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WELLINGTON MANAGEMENT COMPANY LLP	n/a	Asset manager	$1428B	N	yes	n/a
WELLINGTON ALTERNATIVE INVESTMENTS LLC	n/a	Asset manager	$92B	N	yes	n/a
WELLINGTON MANAGEMENT JAPAN PTE. LTD.	n/a	Other adviser	$18B	N	yes	n/a
WELLINGTON FUNDS (US) LLC	n/a	Asset manager	$5.4B	N	yes	n/a
CLIMATE INNOVATION I CO-INVEST GP LLC	n/a	n/a	n/a	N	yes	n/a
WELLINGTON ALTERNATIVE INVESTMENTS GP LATE STAGE GROWTH LUXEMBOURG S.A R.L.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON BIOMEDICAL INNOVATION II GP L.P.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON CLIMATE INNOVATION I GP L.P.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON CLO GP LLC	n/a	n/a	n/a	N	yes	n/a
WELLINGTON FUNDS DISTRIBUTORS INC.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON GLOBAL PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED	n/a	n/a	n/a	N	yes	n/a
WELLINGTON HADLEY HARBOR IV GP L.P.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON LUXEMBOURG, S.A R.L.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT AUSTRALIA PTY LTD	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT CANADA ULC	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT CLO ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT EUROPE GMBH	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT FUNDS LLC	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT INTERNATIONAL LIMITED	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT SINGAPORE PTE. LTD.	n/a	n/a	n/a	N	yes	n/a
WELLINGTON MANAGEMENT SWITZERLAND GMBH	n/a	n/a	n/a	N	yes	n/a
WELLINGTON PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED	n/a	n/a	n/a	Y	yes	n/a
WELLINGTON TRUST COMPANY, NA	n/a	n/a	n/a	N	yes	Ma
WELLINGTON VENTURE INVESTMENTS I GP L.P.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$14B	$12B	105	21	0	n/a	n/a
2024	Mar 31, 2025	$12B	$10B	111	23	0	n/a	n/a
2023	Mar 29, 2024	$12B	$9.6B	124	34	0	n/a	n/a
2022	Mar 31, 2023	$13B	$11B	142	42	0	2	$1.6B
2021	Mar 31, 2022	$17B	$14B	116	35	0	3	$2.2B
2020	Mar 31, 2021	$13B	$11B	98	35	0	2	$1.5B
2019	Mar 30, 2020	$10B	$8.7B	92	37	0	2	$1.3B
2018	Mar 29, 2019	$11B	$9.2B	87	31	0	3	$1.4B
2017	Mar 29, 2018	$9.1B	$7.1B	78	24	0	3	$2.0B
2016	Mar 30, 2017	$7.2B	$5.7B	70	24	n/a	3	$1.4B
2015	Mar 29, 2016	$4.8B	$4.4B	64	21	n/a	2	$10.2M
2014	Mar 27, 2015	$5.1B	$4.3B	60	19	n/a	n/a	n/a
2013	Mar 28, 2014	$2.8B	$1.7B	50	15	n/a	n/a	n/a
2012	Mar 28, 2013	$2.2B	$1.5B	52	17	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$14B	$12B	20.0%	$13B	1.9%	105	111	0	0

Relationships

Affiliated with (11)

→ WELLINGTON MANAGEMENT COMPANY LLPRegistered adviserother investment adviser, bank, common control
factForm ADV
→ WELLINGTON MANAGEMENT JAPAN PTE LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ WELLINGTON ALTERNATIVE INVESTMENTSRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ WELLINGTON FUNDS (US) LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← WELLINGTON MANAGEMENT COMPANY LLPRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON ALTERNATIVE INVESTMENTSRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON FUNDS (US) LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON MANAGEMENT JAPAN PTE LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON MANAGEMENT INTERNATIONAL LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON MANAGEMENT SINGAPORE PTE LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
← WELLINGTON MANAGEMENT CANADA LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (16)

← POUILLART, CEDRIC, ROGEROwnerDIRECTOR, ownership code NA, individual
Sep 29, 2017 to Nov 8, 2024factForm ADV
← FREIHEIT, AISLING, MARYOwnerDIRECTOR, ownership code NA, individual
Oct 25, 2012 to Nov 8, 2024factForm ADV
← AU, KAR ON KARENOwnerDIRECTOR, ownership code NA, individual
Oct 25, 2012 to Nov 8, 2024factForm ADV
← Bruno, John, EdwardOwnerDIRECTOR, ownership code NA, individual
Jan 4, 2019 to Nov 8, 2024factForm ADV
← Yu, Si Ping, MayOwnerDIRECTOR, ownership code NA, individual
Nov 8, 2024 to Nov 8, 2024factForm ADV
← Ballauff, SusanneOwnerDIRECTOR, ownership code NA, individual
Aug 3, 2021 to Nov 8, 2024factForm ADV
← Chisholm, Elizabeth, MenaiOwnerDIRECTOR, ownership code NA, individual
Jan 10, 2024 to Nov 8, 2024factForm ADV
← Tang, Hoi Yee KarenOwnerDIRECTOR, ownership code NA, individual
May 8, 2020 to Nov 8, 2024factForm ADV
← Hui, Ming, KeiOwnerDIRECTOR, ownership code NA, individual
Aug 3, 2021 to Nov 8, 2024factForm ADV
← Murphy, Erin, KimberlyOwnerDIRECTOR, ownership code NA, individual
Sep 1, 2022 to Nov 8, 2024factForm ADV
← Peavey, Justin, ScottOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2023 to Nov 8, 2024factForm ADV
← Rao-Chakravort, TaritOwnerDIRECTOR, ownership code NA, individual
Jul 1, 2024 to Nov 8, 2024factForm ADV
← WELLINGTON GROUP HOLDINGS LLPOwnerMANAGING PARTNER, ownership code E, domestic entity
Jan 2, 2015 to Nov 8, 2024factForm ADV
← WELLINGTON INVESTMENT ADVISORS HOLDINGS LLPOwnerSHAREHOLDER, ownership code E, domestic entity
Jan 2, 2015 to Nov 8, 2024factForm ADV
← WELLINGTON MANAGEMENT GLOBAL HOLDINGS, LTD.OwnerSHAREHOLDER, ownership code E, foreign entity
Oct 25, 2012 to Nov 8, 2024factForm ADV
← WELLINGTON MANAGEMENT GROUP LLPOwnerMANAGING PARTNER, ownership code E, domestic entity
Jan 2, 2015 to Nov 8, 2024factForm ADV

Owns (1)

← Soo, LindaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 17, 2022 to Nov 8, 2024factForm ADV

Advises (2)

→ WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, ASIA CONTRARIAN EQUITY PORTFOLIOPrivate fundOther Private Fund, IA, no longer reported
Mar 16, 2012 to Sep 1, 2022factForm ADV
→ WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, JAPAN RESEARCH EQUITY PORTFOLIOPrivate fundOther Private Fund, IA, no longer reported
Aug 9, 2013 to Dec 9, 2019factForm ADV

Dated events

Occurred
Nov 8, 2024
Control person joined
Kar On Karen Au (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Control person joined
May Si Ping Yu (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Control person joined
Menai Elizabeth Chisholm (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Control person joined
Kei Ming Hui (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Control person joined
Scott Justin Peavey (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Control person left
Zhang Bo Meunier (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-03-29, absent 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Control person left
Anandhi Janet Perumal (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-03-29, absent 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Control person joined
Tarit Rao-Chakravort (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Kar On Karen Au (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-01-10, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Kei Ming Hui (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-01-10, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Scott Justin Peavey (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-01-10, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Menai Elizabeth Chisholm (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2024-01-10, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2024
Control person left
Cameron Scott Geary (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2023-05-05, absent 2024-01-10)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2024
Control person joined
Menai Elizabeth Chisholm (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Kar On Karen Au (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Kei Ming Hui (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Control person joined
Scott Justin Peavey (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Sep 1, 2022
Control person joined
Kimberly Erin Murphy (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Wellington Management Hong Kong Limited reported RAUM $17.3B, up 31% from $13.2B (2022-02-17 to 2022-03-31)
Form ADVobserved 6 days ago
$4.0B
Occurred
Mar 31, 2022
Control person left
Kar On Karen Au (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2022-02-17, absent 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person left
Kei Ming Hui (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2022-02-17, absent 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Aug 3, 2021
Control person left
Mcdaniel Cheryl Duckworth (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2021-07-01, absent 2021-08-03)
Form ADVobserved 6 days ago
Occurred
Aug 3, 2021
Control person joined
Susanne Ballauff (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Aug 3, 2021
Control person joined
Kei Ming Hui (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Wellington Management Hong Kong Limited reported RAUM $13.2B, up 40% from $9.5B (2021-01-06 to 2021-03-31)
Form ADVobserved 6 days ago
$3.8B
Occurred
Jan 6, 2021
Control person left
Todd Adam Puritz (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2020-12-02, absent 2021-01-06)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2021
Control person joined
Anandhi Janet Perumal (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
May 8, 2020
Control person joined
Hoi Yee Karen Tang (Director) appeared on Schedule A of Wellington Management Hong Kong Limited
Form ADVobserved 6 days ago
Occurred
May 8, 2020
Control person left
Matthew Scott Lopez (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2020-03-30, absent 2020-05-08)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2019
Control person left
Mary Cynthia Clarke (Director) no longer on Schedule A of Wellington Management Hong Kong Limited (listed 2018-10-05, absent 2019-01-04)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Wellington Management Hong Kong Limited reported RAUM $9.1B, up 27% from $7.2B (2017-11-06 to 2018-03-29)
Form ADVobserved 6 days ago
$2.0B
Occurred
Oct 25, 2012
First Form ADV filing
Wellington Global Investment Management Ltd filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d497004-6baa-d99d-3361-30abb191164d
First observed: Oct 25, 2012
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WELLINGTON MANAGEMENT HONG KONG LIMITED

CRD 165208

CENTRAL, HONG KONG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d497004-6baa-d99d-3361-30abb191164d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, ASIA CONTRARIAN EQUITY PORTFOLIO

Other Private Fund

$7,300

Sep 1, 2022

Mar 16, 2012

dropped

n/a

WELLINGTON TRUST COMPANY, NA MULTIPLE COMMON TRUST FUNDS TRUST, JAPAN RESEARCH EQUITY PORTFOLIO

Other Private Fund

Dec 9, 2019

Aug 9, 2013

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AU, KAR ON KAREN

Director

yes

10/2024

Oct 25, 2012

Nov 8, 2024

Ballauff, Susanne

Director

yes

08/2021

Aug 3, 2021

Nov 8, 2024

Bruno, John, Edward

Director

yes

01/2019

Jan 4, 2019

Nov 8, 2024

Chisholm, Elizabeth, Menai

Director

yes

10/2023

Jan 10, 2024

Nov 8, 2024

FREIHEIT, AISLING, MARY

Director

yes

11/2017

Oct 25, 2012

Nov 8, 2024

Hui, Ming, Kei

Director

yes

10/2021

Aug 3, 2021

Nov 8, 2024

Murphy, Erin, Kimberly

Director

yes

09/2022

Sep 1, 2022

Nov 8, 2024

Peavey, Justin, Scott

Director

yes

08/2021

Mar 31, 2023

Nov 8, 2024

POUILLART, CEDRIC, ROGER

Director

yes

10/2017

Sep 29, 2017

Nov 8, 2024

Rao-Chakravort, Tarit

Director

yes

04/2024

Jul 1, 2024

Nov 8, 2024

Tang, Hoi Yee Karen

Director

yes

05/2020

May 8, 2020

Nov 8, 2024

WELLINGTON GROUP HOLDINGS LLP

MANAGING PARTNER

yes

05/2014

Jan 2, 2015

Nov 8, 2024

WELLINGTON INVESTMENT ADVISORS HOLDINGS LLP

Shareholder

yes

01/2015

Jan 2, 2015

Nov 8, 2024

WELLINGTON MANAGEMENT GLOBAL HOLDINGS, LTD.

Shareholder

yes

01/2003

Oct 25, 2012

Nov 8, 2024

WELLINGTON MANAGEMENT GROUP LLP

MANAGING PARTNER

yes

05/2014

Jan 2, 2015

Nov 8, 2024

Yu, Si Ping, May

Director

yes

10/2024

Nov 8, 2024

Soo, Linda

CHIEF COMPLIANCE OFFICER

02/2022

Feb 17, 2022

Nov 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WELLINGTON MANAGEMENT COMPANY LLP

n/a

Asset manager

$1428B

yes

n/a

WELLINGTON ALTERNATIVE INVESTMENTS LLC

n/a

Asset manager

$92B

yes

n/a

WELLINGTON MANAGEMENT JAPAN PTE. LTD.

n/a

Other adviser

$18B

yes

n/a

WELLINGTON FUNDS (US) LLC

n/a

Asset manager

$5.4B

yes

n/a

CLIMATE INNOVATION I CO-INVEST GP LLC

n/a

yes

n/a

WELLINGTON ALTERNATIVE INVESTMENTS GP LATE STAGE GROWTH LUXEMBOURG S.A R.L.

n/a

yes

n/a

WELLINGTON BIOMEDICAL INNOVATION II GP L.P.

n/a

yes

n/a

WELLINGTON CLIMATE INNOVATION I GP L.P.

n/a

yes

n/a

WELLINGTON CLO GP LLC

n/a

yes

n/a

WELLINGTON FUNDS DISTRIBUTORS INC.

n/a

yes

n/a

WELLINGTON GLOBAL PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED

n/a

yes

n/a

WELLINGTON HADLEY HARBOR IV GP L.P.

n/a

yes

n/a

WELLINGTON LUXEMBOURG, S.A R.L.

n/a

yes

n/a

WELLINGTON MANAGEMENT AUSTRALIA PTY LTD

n/a

yes

n/a

WELLINGTON MANAGEMENT CANADA ULC

n/a

yes

n/a

WELLINGTON MANAGEMENT CLO ADVISORS LLC

n/a

yes

n/a

WELLINGTON MANAGEMENT EUROPE GMBH

n/a

yes

n/a

WELLINGTON MANAGEMENT FUNDS LLC

n/a

yes

n/a

WELLINGTON MANAGEMENT INTERNATIONAL LIMITED

n/a

yes

n/a

WELLINGTON MANAGEMENT SINGAPORE PTE. LTD.

n/a

yes

n/a

WELLINGTON MANAGEMENT SWITZERLAND GMBH

n/a

yes

n/a

WELLINGTON PRIVATE FUND MANAGEMENT (SHANGHAI) LIMITED

n/a

yes

n/a

WELLINGTON TRUST COMPANY, NA

n/a

yes

WELLINGTON VENTURE INVESTMENTS I GP L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$14B

$12B

105

n/a

2024

Mar 31, 2025

$12B

$10B

111

n/a

2023

Mar 29, 2024

$12B

$9.6B

124

n/a

2022

Mar 31, 2023

$13B

$11B

142

$1.6B

2021

Mar 31, 2022

$17B

$14B

116

$2.2B

2020

Mar 31, 2021

$13B

$11B

$1.5B

2019

Mar 30, 2020

$10B

$8.7B

$1.3B

2018

Mar 29, 2019

$11B

$9.2B

$1.4B

2017

Mar 29, 2018

$9.1B

$7.1B

$2.0B

2016

Mar 30, 2017

$7.2B

$5.7B

n/a

$1.4B

2015

Mar 29, 2016

$4.8B

$4.4B

n/a

$10.2M

2014

Mar 27, 2015

$5.1B

$4.3B

n/a

2013

Mar 28, 2014

$2.8B

$1.7B

n/a

2012

Mar 28, 2013

$2.2B

$1.5B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

$12B

20.0%

$13B

1.9%

105

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