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$8.5 B
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AUM (USD)1
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- Funds
Private investing takes Unique Perspectives
At Wellington, we consider the private market from multiple angles.
As one of the world’s largest independent asset managers, we leverage the power of our deep industry research, our experts across asset classes, and our global networks in public and private markets. These resources enable us to find and support the private companies that we believe are poised to transform their industries.
At a glance
$8.5 B
AUM (USD)1
188
Diversified investments
16+
Average core investment team years' experience²
9
Sector focus areas
Investing in bold ideas – and the people behind them
Meet our private investing team
Our focus areas
Venture capital
From energy transformation to sustainable cities to next-generation agriculture, we support innovative companies helping to address the impacts of climate change.
We seek out companies at the nexus of scientific breakthroughs and medical needs with innovations that are improving the standard of care of medicine for patients.
To guide late-stage private companies through the finish line and beyond, we leverage our deep industry expertise, resources, and long-term relationships across public and private markets.
Private credit
ESG
Our ESG partnership with portfolio companies
We work with our portfolio companies to support them as they navigate the rapidly evolving ESG landscape. Drawing on our firm’s broad public and private equity, fixed income, and ESG expertise, we offer companies the insights, analysis, and specialized guidance that we believe can help drive ESG-related improvements that lead to better financial outcomes.
Climate research collaboration
We harness long-term climate research collaboration with both the Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change. These relationships allow us to gain science-based insights and make projections that inform our climate work.
Wellington has unique insight to both the private and public markets. That’s something you don’t see a lot.
Dr. Ken Song is the CEO of RayzeBio, which is a portfolio company that Wellington has invested in. This statement about Wellington reflects a personal opinion that may not be shared by others. There has been no compensation provided for such statements.
Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Source: GrowthCap
Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending
Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.
Source: Pensions&Investments
Wellington Management announces US$385 million final close for Climate Innovation I
Axios | Exclusive: Wellington raises $385M for first private climate fund
Greg Wasserman, Head of Private Climate, sat down with Alan Neuhauser at Axios to discuss the final close of the private investing platforms first climate innovation fund and the sector opportunities the investment team is focusing on.
Source: Axios
Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisors. This award was announced on 25 February 2024. Wellington Management was one of 100 winners in the Angels category, and the selection methodology included a collective consensus based on a broad cross-section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Insights
Cybersecurity for private companies
We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.
ESG integration in public and private markets
Two ESG leaders discuss why ESG matters for investors, and how their teams help inform the investment process. They also share their priority research and engagement topics for 2023.
Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives
Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.
URL References
Related Insights
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1 As of 30 June 2024. This reflects the committed capital to, and investments made by the private investing platform.
2 Reflects general investment industry experience.
Wellington Management Company LLP (WMC) is an independently owned investment adviser registered with the US Securities and Exchange Commission (SEC). WMC is also a commodity trading advisor (CTA) registered with the US Commodity Futures Trading Commission. In certain circumstances, WMC provides commodity trading advice to clients in reliance on exemptions from CTA registration. In the US for ERISA clients, WMC is providing this material solely for sales and marketing purposes and not as an investment advice fiduciary under ERISA or the Internal Revenue Code. WMC has a financial interest in offering its products and services and is not committing to provide impartial investment advice or give advice in a fiduciary capacity in connection with those sales and marketing activities. WMC, along with its affiliates (collectively, Wellington Management), provides investment management and investment advisory services to institutions around the world. Located in Boston, Massachusetts, Wellington Management also has offices in Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Beijing; Frankfurt; Hong Kong; London; Luxembourg; Singapore; Sydney; Tokyo; Toronto; and Zurich. | This material is prepared for, and authorized for internal use by, designated institutional and professional investors and their consultants or for such other use as may be authorized by Wellington Management. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management. This material is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients.