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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CABOT-WELLINGTON LLC

CABOT WELLINGTON LLC, CRD 107916

BOSTON, MA

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:fd366d87-6444-9c9d-720d-038d3c1589d3

Data as of Mar 31, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 0
On other graphs: 3
Observed: Mar 29, 2012 to Mar 31, 2015
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cabot-Wellington LLC

Private equity manager · shared crd

Venture Capitalidentity

Cabot-Wellington LLC

Venture manager · shared crd

Real Estate Fundsidentity

Cabot-Wellington LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $864MItem 5.F on the latest filing (2015-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $861M
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: 11
Advisory employees: 4
Accounts: 197
Private funds: 15Schedule D 7.B(1)
Private fund GAV: $238Mgross asset value as reported per fund; never fund size
Custody, client assets: $864M
SEC number: 801-54670
CRD: 107916
Filings on the tape: 4
First filed: Mar 29, 2012
Latest filed: Mar 31, 2015
Organised: Limited Liability Company, Delaware

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
LB FAMILY INVESTMENT LLC	Private Equity Fund	$60.9M	Mar 31, 2015	14	Mar 29, 2012	reported	n/a
CW HEDGE FUND I, LLC	Hedge Fund	$40.2M	Mar 31, 2015	45	Mar 29, 2012	reported	021-139868
TDC FAMILY INVESTMENT LLC	Private Equity Fund	$23.2M	Mar 31, 2015	3	Mar 29, 2012	reported	n/a
EBC FAMILY INVESTMENT FUND LLC	Private Equity Fund	$19.6M	Mar 31, 2015	4	Mar 29, 2012	reported	n/a
CW PRIVATE EQUITY FUND 2007, LLC	Private Equity Fund	$18.5M	Mar 31, 2015	44	Mar 29, 2012	reported	021-111776
CW HEDGE FUND II, LLC	Hedge Fund	$16.1M	Mar 31, 2015	25	Mar 29, 2012	reported	021-113900
TDC FAMILY INVESTMENT LLC II	Real Estate Fund	$11.2M	Mar 31, 2015	4	Mar 29, 2012	reported	n/a
CW REAL ASSET FUND 2011, LLC	Real Estate Fund	$9.6M	Mar 31, 2015	42	Mar 29, 2012	reported	021-157946
CW PRIVATE EQUITY FUND 2011, LLC	Private Equity Fund	$9.4M	Mar 31, 2015	48	Mar 29, 2012	reported	n/a
CW VENTURE FUND IV, LLC	Venture Capital Fund	$7.6M	Mar 31, 2015	35	Mar 29, 2012	reported	n/a
LB FAMILY INVESTMENT LLC II	Private Equity Fund	$7.4M	Mar 31, 2015	6	Mar 29, 2012	reported	n/a
CW REAL ESTATE FUND III, LLC	Real Estate Fund	$6.3M	Mar 31, 2015	34	Mar 29, 2012	reported	021-135673
CW REAL ESTATE FUND II, LLC	Real Estate Fund	$4.3M	Mar 31, 2015	33	Mar 29, 2012	reported	n/a
CW REAL ESTATE FUND I, LLC	Real Estate Fund	$1.9M	Mar 31, 2015	19	Mar 29, 2012	reported	n/a
CW VENTURE FUND II, LLC	Venture Capital Fund	$1.4M	Mar 19, 2014	13	Mar 29, 2012	reported	n/a
CW VENTURE FUND III, LLC	Venture Capital Fund	$1.3M	Mar 31, 2015	15	Mar 29, 2012	reported	n/a
CW VENTURE FUND I, LLC	Venture Capital Fund	$615,285	Mar 29, 2012	11	Mar 29, 2012	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
BLACK, SOPHIE, CABOT	Trustee	F	yes	11/2006	Mar 29, 2012	Mar 31, 2015
BLACK, SOPHIE, CABOT	Director	Na	yes	11/2010	Mar 29, 2012	Mar 31, 2015
CABOT WELLINGTON TRUST	Member	E	yes	11/2006	Mar 29, 2012	Mar 31, 2015
CABOT, AMANDA, CHILTON	Trustee	F	yes	11/2006	Mar 29, 2012	Mar 31, 2015
CABOT, AMANDA, CHILTON	Director	Na	yes	11/2010	Mar 29, 2012	Mar 31, 2015
CABOT, JAMES, WELLINGTON	DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE	Na	yes	06/2008	Mar 29, 2012	Mar 31, 2015
CABOT, VIRGINIA, WELLINGTON	Trustee	F	yes	11/2006	Mar 29, 2012	Mar 31, 2015
CABOT, VIRGINIA, WELLINGTON	Director	E	yes	11/2010	Mar 29, 2012	Mar 31, 2015
CARRIGAN, LAURA, CABOT	DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE	Na	yes	11/2010	Mar 29, 2012	Mar 31, 2015
CARRIGAN, LAURA, CABOT	Trustee	F	yes	11/2006	Mar 29, 2012	Mar 31, 2015
REYNOLDS, JOHN, MAXWELL	INTERIM EXECUTIVE DIRECTOR AND CCO	Na	yes	02/2015	Mar 31, 2015	Mar 31, 2015

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
2014	Mar 31, 2015	$864M	$861M	11	4	n/a	15	$238M
2013	Mar 19, 2014	$847M	$841M	9	4	n/a	16	$228M
2012	Apr 1, 2013	$768M	$765M	9	4	n/a	16	$201M
2011	Mar 29, 2012	$526M	$525M	n/a	n/a	n/a	17	$175M

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
2014	$864M	$847M	2.1%	$526M	18.0%	11	9	n/a	n/a

Relationships

Advises (17)

→ CW VENTURE FUND IV, LLCPrivate fundVenture Capital Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ TDC FAMILY INVESTMENT LLC IIPrivate fundReal Estate Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ TDC FAMILY INVESTMENT LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW PRIVATE EQUITY FUND 2007, LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ LB FAMILY INVESTMENT LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW REAL ESTATE FUND II, LLCPrivate fundReal Estate Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW PRIVATE EQUITY FUND 2011, LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ LB FAMILY INVESTMENT LLC IIPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW REAL ASSET FUND 2011, LLCPrivate fundReal Estate Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW REAL ESTATE FUND I, LLCPrivate fundReal Estate Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW HEDGE FUND II, LLCPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW REAL ESTATE FUND III, LLCPrivate fundReal Estate Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW HEDGE FUND I, LLCPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW VENTURE FUND III, LLCPrivate fundVenture Capital Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ EBC FAMILY INVESTMENT FUND LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW VENTURE FUND II, LLCPrivate fundVenture Capital Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CW VENTURE FUND I, LLCPrivate fundVenture Capital Fund, IA, no longer reported
Mar 29, 2012 to Mar 29, 2012factForm ADV

Controls (7)

← REYNOLDS, JOHN, MAXWELLOwnerINTERIM EXECUTIVE DIRECTOR AND CCO, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← CABOT, JAMES, WELLINGTONOwnerDIRECTOR / MEMBER OF MANAGEMENT COMMITTEE, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← CARRIGAN, LAURA, CABOTOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← BLACK, SOPHIE, CABOTOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← CABOT, VIRGINIA, WELLINGTONOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← CABOT, AMANDA, CHILTONOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← CABOT WELLINGTON TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd366d87-6444-9c9d-720d-038d3c1589d3
First observed: Mar 29, 2012
Last observed: Mar 31, 2015 139 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.

CABOT-WELLINGTON LLC

CABOT WELLINGTON LLC, CRD 107916

BOSTON, MA

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:fd366d87-6444-9c9d-720d-038d3c1589d3

Data as of Mar 31, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LB FAMILY INVESTMENT LLC

Private Equity Fund

$60.9M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW HEDGE FUND I, LLC

Hedge Fund

$40.2M

Mar 31, 2015

Mar 29, 2012

reported

021-139868

TDC FAMILY INVESTMENT LLC

Private Equity Fund

$23.2M

Mar 31, 2015

Mar 29, 2012

reported

n/a

EBC FAMILY INVESTMENT FUND LLC

Private Equity Fund

$19.6M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW PRIVATE EQUITY FUND 2007, LLC

Private Equity Fund

$18.5M

Mar 31, 2015

Mar 29, 2012

reported

021-111776

CW HEDGE FUND II, LLC

Hedge Fund

$16.1M

Mar 31, 2015

Mar 29, 2012

reported

021-113900

TDC FAMILY INVESTMENT LLC II

Real Estate Fund

$11.2M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW REAL ASSET FUND 2011, LLC

Real Estate Fund

$9.6M

Mar 31, 2015

Mar 29, 2012

reported

021-157946

CW PRIVATE EQUITY FUND 2011, LLC

Private Equity Fund

$9.4M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW VENTURE FUND IV, LLC

Venture Capital Fund

$7.6M

Mar 31, 2015

Mar 29, 2012

reported

n/a

LB FAMILY INVESTMENT LLC II

Private Equity Fund

$7.4M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW REAL ESTATE FUND III, LLC

Real Estate Fund

$6.3M

Mar 31, 2015

Mar 29, 2012

reported

021-135673

CW REAL ESTATE FUND II, LLC

Real Estate Fund

$4.3M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW REAL ESTATE FUND I, LLC

Real Estate Fund

$1.9M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW VENTURE FUND II, LLC

Venture Capital Fund

$1.4M

Mar 19, 2014

Mar 29, 2012

reported

n/a

CW VENTURE FUND III, LLC

Venture Capital Fund

$1.3M

Mar 31, 2015

Mar 29, 2012

reported

n/a

CW VENTURE FUND I, LLC

Venture Capital Fund

$615,285

Mar 29, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLACK, SOPHIE, CABOT

Trustee

yes

11/2006

Mar 29, 2012

Mar 31, 2015

BLACK, SOPHIE, CABOT

Director

yes

11/2010

Mar 29, 2012

Mar 31, 2015

CABOT WELLINGTON TRUST

Member

yes

11/2006

Mar 29, 2012

Mar 31, 2015

CABOT, AMANDA, CHILTON

Trustee

yes

11/2006

Mar 29, 2012

Mar 31, 2015

CABOT, AMANDA, CHILTON

Director

yes

11/2010

Mar 29, 2012

Mar 31, 2015

CABOT, JAMES, WELLINGTON

DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE

yes

06/2008

Mar 29, 2012

Mar 31, 2015

CABOT, VIRGINIA, WELLINGTON

Trustee

yes

11/2006

Mar 29, 2012

Mar 31, 2015

CABOT, VIRGINIA, WELLINGTON

Director

yes

11/2010

Mar 29, 2012

Mar 31, 2015

CARRIGAN, LAURA, CABOT

DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE

yes

11/2010

Mar 29, 2012

Mar 31, 2015

CARRIGAN, LAURA, CABOT

Trustee

yes

11/2006

Mar 29, 2012

Mar 31, 2015

REYNOLDS, JOHN, MAXWELL

INTERIM EXECUTIVE DIRECTOR AND CCO

yes

02/2015

Mar 31, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 31, 2015

$864M

$861M

n/a

$238M

2013

Mar 19, 2014

$847M

$841M

n/a

$228M

2012

Apr 1, 2013

$768M

$765M

n/a

$201M

2011

Mar 29, 2012

$526M

$525M

n/a

$175M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$864M

$847M

2.1%

$526M

18.0%

n/a