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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

178

Diversified investments

16+

Average core investment team years' experience² 

9

Sector focus areas

Meet our private investing team

News

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Article

Wellington’s Private Investing co-heads, Michael Carmen and Shanna O’Reilly, are named to the Diversity, Equity and Inclusion Power100 Angels List

We’re proud to announce that on the heels of our Wellington Access Ventures (WAV) team’s recognition on the Diversity, Equity & Inclusive Capitalism (DEIC) Power100 Asset Management list, our Private Investing co-heads, Michael Carmen and Shanna O’Reilly, have been chosen for the DEIC Power100 Angels list. The Angels list recognizes trailblazers across the asset management industry who are helping to move toward a more inclusive future. Michael and Shanna are committed to promoting change in venture capital and their work has been recognized for effecting positive change.

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.

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Article

Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List

We’re excited to announce that Wellington Access Ventures, and our deal team leads, Jackson Cummings, Frederik Groce, Sasha McKenzie, and Van Jones, have been selected as part of Blueprint Capital Advisor’s Diversity, Equity and Inclusive Capitalism Power100 List. This first-of-its-kind acknowledgement recognizes people and organizations that are leading by example, breaking color and gender barriers, supporting diverse firms, and promoting a more inclusive investment management industry. It is an honor to be included on this list that supports our mission of investing in underrepresented founders has only just begun.

Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager 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.

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Article

RBC Capital Markets | Pathfinders in Sustainability: Integrating ESG from Private to Public Markets

Read this interview from the Pathfinders in Sustainability series to learn more about how Wellington’s Director of ESG, Private Investments Hillary Flynn works to help private companies break down core issues across ESG.

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Press release Article

Javier Grevely named to Business Insider’s "Rising Stars of Venture Capital" list

Congratulations to Private Investing Research Associate Javier Grevely, who was named one of Business Insider’s "Rising Stars of Venture Capital"!

Read the full article:

Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. (December 2023.)

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Article

Javier Grevely named to BostInno’s "25 under 25 for 2023."

Congratulations to Javier Grevely for being named one of BostInno's 25 under 25 for 2023! 

Learn more about this impressive group of honorees by clicking here

Wellington did not pay a sponsorship fee to be considered for this list. Inclusion in this publication is not indicative of Wellington Management’s performance and this does not represent a recommendation to buy or invest in any securities. [November 2023.]

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Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders

Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."

Source: Forbes

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Press release

Wellington Management announces US$150 million final close for Wellington Venture Investments I

We are pleased to announce the final close of Wellington's first early-stage venture fund focused on investing in large and growing markets like the B2B software, fintech, and consumer sectors.
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Press release

iCapital® and Wellington Management forge global partnership

iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments

Insights

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1 As of 29 February 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.