Wellington Management Revenue, Growth & Competitor Profile

DBA JOSEPH A. PENTA
DBA WELLINGTON ALTERNATIVE INVESTMENTS
DBA WELLINGTON ALTERNATIVE INVESTMENTS LLC
DBA Wellington Asian Opportunities, L.P.
DBA Wellington Biomedical Innovation Investors (Cayman) II L.P.
DBA Wellington Biomedical Innovation Partners II, L.P.
DBA Wellington-CIS Diversifying Strategies Fund (Cayman), Ltd.
DBA Wellington-CIS Fixed Income Fund, L.P.
DBA Wellington-CIS Global Equity Fund, L.P.
DBA Wellington Climate Innovation Feeder Fund (Cayman) I L.P.
DBA Wellington Climate Innovation Fund (Cayman) I L.P.
DBA Wellington Climate Innovation Fund I, L.P.
DBA Wellington CLO Partners Fund I, L.P.
DBA Wellington Financials Recapitalization Fund, L.P.
DBA WELLINGTON FUNDS (US) LLC
DBA WELLINGTON FUNDS (US) LLC
DBA Wellington Global Multi-Strategy Fund, L.P.
DBA Wellington Global Multi-Strategy Fund (Cayman), Ltd.
DBA Wellington Hadley Harbor Investors (Cayman) IV L.P.
DBA Wellington Hadley Harbor Master Investors (Cayman) IV L.P.
DBA Wellington Hadley Harbor Partners IV, L.P.
DBA Wellington Macro Equity Opportunities Fund, L.P.
DBA WELLINGTON MANAGEMENT COMPANY LLP
DBA Wellington Natural Gas Opportunities II Fund, L.P.
DBA Wellington Natural Gas Opportunities II Fund (Cayman), Ltd.
DBA Wellington TALF Investment Fund, L.P.
DBA Wellington TALF Investment Fund (Cayman) L.P.
DBA WELLINGTON TRUST COMPANY
DBA WELLINGTON TRUST COMAPNY, NA
DBA WELLINGTON TRUST COMPANY, NA
DBA Wellington Venture Investments I, L.P.

Company Profile & Annual Report for Wellington Management

Access the complete profile.

Wellington Management Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management 541611 Administrative Management & General Management Consulting Services
Address	280 Congress St Boston, MA 02210

Note: Revenues for privately held companies are statistical evaluations.


Wellington Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wellington Management's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Wellington Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Wellington Management Annual Revenue and Growth Rate

Wellington Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Wellington Management's revenues are gauged from an analysis of company filings.

Wellington Management's Income Statement (based on Industry Averages)

Wellington Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Wellington Management has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
May 10, 2024	3	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Wellington Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wellington Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Wellington Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WELLINGTON MANAGEMENT	Boston, MA	100
EZE SOFTWARE GROUP	Boston, MA	18
PSG EQUITY	Boston, MA	6
PARTNERS CAPITAL INVESTMENT GROUP	Boston, MA	6
BATTERY MANAGEMENT	Boston, MA	4
HARVARD MANAGEMENT	Boston, MA	4

Future Competition: Wellington Management's Fastest Growing Competitors

These companies are in the same general field as Wellington Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)