Wellington Alternative Investments
Boston, MA·SEC-registered · CRD #226715
Wellington Alternative Investments is an SEC-registered investment advisory firm in Boston, MA managing $92B across 124 client accounts, with 1 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$92B
Client accounts
124
Advisory staff
1
Fee model
Fee-only
How Wellington Alternative Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wellington Alternative Investments
How much does Wellington Alternative Investments manage?
Per its most recent SEC Form ADV filing (03/31/2026), Wellington Alternative Investments reports $92B in regulatory assets under management across roughly 124 client accounts.
How does Wellington Alternative Investments charge?
Wellington Alternative Investments is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wellington Alternative Investments a fiduciary?
Yes. Wellington Alternative Investments is registered with the U.S. Securities and Exchange Commission (CRD #226715), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wellington Alternative Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wellington Alternative Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wellington Alternative Investments's public SEC Form ADV filing (CRD #226715, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wellington Alternative Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wellington Alternative Investments? Claim this profile.