Wellington Alternative Investments

Fee-Only (% of Portfolio)

Wellington Alternative Investments (WAI) manages privately-offered investment funds with various strategies, including equity, credit, and multi-strategy approaches. WAI also provides non-discretionary portfolio advice to clients seeking similar investment strategies. WAI's affiliate, Wellington Management Company (WMC), provides discretionary investment management to the Funds. WAI receives asset-based and performance-based fees from the Funds and Accounts.

Assets Under Management$59B
Clients123
AdvisorsN/A
Avg. per Client$480M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Wellington Alternative Investments | TrueAdvisor