Private equity

We pursue capital appreciation through direct investments in private companies seeking capital to accelerate growth. As a private partnership, we are long-term investors focused on the future.

Average core investment team experience*

20+ years

AUM**

USD 3.4 B

Diversified investments**

70+
Average core investment team experience*
AUM**
Diversified investments**
20+ years
USD 3.4 B
70+
EXPERTISE
EXPERIENCE
OPPORTUNITY
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Our private equity team includes specialists who draw on their backgrounds as entrepreneurs, doctors, and scientists. We tap into our firm’s broad investment capabilities, and believe our reputation, deep industry expertise, and asset size attract a wide range of potential private investments.

Our private equity team works closely with portfolio managers, global industry analysts, and other global research resources within Wellington to identify and pursue investments in private companies. We can put capital to work quickly and invest in a wide range of deals across the private market spectrum. We have the ability to invest in both small private companies as well as participate in large capital raises. We seek to invest in companies with strong management teams who are looking for capital to fund future growth. In addition to capital support, we offer strategic guidance based on industry experience and can provide insights into the public market.

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We aim to use our global scale, sector expertise, and market reach to help partner with innovative, disruptive companies in the private market. Today, we invest globally and focus on consumer, technology, health care, biotechnology and financial services.

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We think the private equity market environment is providing attractive opportunities for capital appreciation, and that our firm is well positioned to pursue them — serving not only as a capital provider, but potentially also as an experienced intellectual partner. We have the ability to provide support and guidance through the phases of a company’s business cycle. We strive to partner with entrepreneurs who embrace that challenge and want an investor who shares their vision and desire to build great companies.

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Consumer​

Digital technology is changing the way consumer products are marketed and sold, paving the way for the next generation of consumer brands and technologies.

TechnologyCreated with Sketch.
Technology

Data analytics, social features and cloud technologies are transforming companies’ abilities to meet customer needs by potentially reducing costs and expanding reach. We believe the future is data-rich, online, on-demand, and mobile.

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Health care

Advancements in drug discovery, applied science, and health care services are improving patient outcomes. Innovation in health care is changing lives.

Fin TechCreated with Sketch.
Financial services

We believe developments in digital banking are changing the face of finance. Banking services, lending and payments are driving global growth and collaboration.

Biotechnology

Significant scientific advances have unearthed fundamental pathways of disease and potential strategies for interdiction. Drug pipelines are ripe with exciting new products on the horizon. Supported by structural and regulatory tailwinds, we believe we are in the midst of a potentially unprecedented period of drug discovery.

Asking private companies to show their ESG
credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
Biomedical innovation: Today’s exciting investment landscape
To our veteran health care team, the innovation in today’s drug-discovery landscape is unprecedented, potentially redefining the standard of care. Find out where one investor sees the most exciting investment opportunities unfolding over the next few years.
Nicholas Adams

Nicholas Adams

Senior Managing Director, Private Equity Sector Lead – Financial Services
Radnor, PA

Industry
experience


36 Years

With
Wellington


35 Years

Michael Carmen

Michael Carmen,CFA

Senior Managing Director, Portfolio Manager – Diversified
Boston, MA

Industry
experience


31 Years

With
Wellington


20 Years

Bob Deresiewicz, MD

Senior Managing Director, Portfolio Manager – Biotechnology
Boston, MA

Industry
experience

34 Years

With
Wellington


19 Years

Ann Gallo

Senior Managing Director, Private Equity Sector Lead – Health care
Boston, MA

Industry
experience


30 Years

With
Wellington


21 Years

Cara Hubbard

Cara Hubbard

Managing Director - Investment Director
Boston, MA

Industry
experience


18 Years

With
Wellington


3 Years

Matt Lipton, CFA

Matt Lipton, CFA

Managing Director – Financial Services
Radnor, PA

Industry
experience


14 Years

With
Wellington


3 Years

Irina Margine

Irina Margine, PhD

Vice President – Biotechnology
Boston, MA

Industry
experience


5 years

With
Wellington


< 1 year

AJ McGuire, CMT

AJ McGuire, CMT

Vice President – Investment Director
Boston, MA

Industry
experience

18 Years

With
Wellington


1 Year

Shanna O'Reilly

Shanna O'Reilly

Senior Managing Director – Co-head, Private Investments
Boston, MA

Industry
experience


20 Years

With
Wellington


15 Years

Yash Patodia

Yash Patodia

Managing Director – Consumer and Technology
Singapore

Industry
experience


12 Years

With
Wellington


5 Years

Wen Shi, PhD, CFA

Wen Shi, PhD, CFA

Managing Director – Biotechnology
Boston, MA

Industry
experience


12 Years

With
Wellington


4 Years

I-Hung Shih, PhD

I-Hung Shih, PhD

Vice President - Biotechnology
Boston, MA

Industry
experience


14 Years

With
Wellington


1 Year

Yash Patodia

Josh Sommerfeld

Vice President – Health Care
Boston, MA

Industry
experience


12 Years

With
Wellington


<1 Year

Matthew Witheiler

Matthew Witheiler

Managing Director, Private Equity Sector Lead – Consumer and Technology
New York, NY

Industry
experience


14 Years

With
Wellington


3 Years

Filter By:
ACV Auctions
Company name:
ACV Auctions
Sector:
Information technology
Affirm, Inc.
Company name:
Affirm, Inc.
Sector:
Financial services
Agilon Health
Company name:
Agilon Health
Sector:
Health care
Airbnb
Company name:
Airbnb
Sector:
Consumer discretionary
Aligos Therapeutics
Company name:
Aligos Therapeutics
Sector:
Biotechnology
Allena Pharmaceuticals
Company name:
Allena Pharmaceuticals
Sector:
Biotechnology
Arcus Biosciences
Company name:
Arcus Biosciences
Sector:
Biotechnology
Atreca
Company name:
Atreca
Sector:
Biotechnology
Auris Health
Company name:
Auris Health
Sector:
Health care
Away
Company name:
Away
Sector:
Consumer discretionary
Birst
Company name:
Birst
Sector:
Information technology
Black Diamond Therapeutics
Company name:
Black Diamond Therapeutics
Sector:
Biotechnology
Blueprint Medicines
Company name:
Blueprint Medicines
Sector:
Biotechnology
Braeburn
Company name:
Braeburn
Sector:
Biotechnology
Coinbase
Company name:
Coinbase
Sector:
Financial services
Compass
Company name:
Compass
Sector:
Information technology
ContextLogic (Wish)
Company name:
ContextLogic (Wish)
Sector:
Consumer discretionary
Coupang
Company name:
Coupang
Sector:
Consumer discretionary
CRISPR Therapeutics
Company name:
CRISPR Therapeutics
Sector:
Biotechnology
CytomX Therapeutics
Company name:
CytomX Therapeutics
Sector:
Biotechnology
Defy Media
Company name:
Defy Media
Sector:
Consumer discretionary
Direct Vet Marketing (Vets First Choice)
Company name:
Direct Vet Marketing (Vets First Choice)
Sector:
Health care
DraftKings
Company name:
DraftKings
Sector:
Consumer discretionary
ezCater
Company name:
ezCater
Sector:
Information technology
ForeScout Technologies
Company name:
ForeScout Technologies
Sector:
Information technology
Forma Therapeutics
Company name:
Forma Therapeutics
Sector:
Biotechnology
Forty Seven
Company name:
Forty Seven
Sector:
Biotechnology
Fuze
Company name:
Fuze
Sector:
Information technology
Generation Bio
Company name:
Generation Bio
Sector:
Biotechnology
Global Blood Therapeutics
Company name:
Global Blood Therapeutics
Sector:
Biotechnology
Harry’s
Company name:
Harry's
Sector:
Consumer discretionary
HeartFlow, Inc.
Company name:
HeartFlow, Inc.
Sector:
Health care
Houzz
Company name:
Houzz
Sector:
Consumer discretionary
Impulse Dynamics
Company name:
Impulse Dynamics
Sector:
Health care
Invuity
Company name:
Invuity
Sector:
Health care
Jounce Therapeutics
Company name:
Jounce Therapeutics
Sector:
Biotechnology
Kala Pharmaceuticals
Company name:
Kala Pharmaceuticals
Sector:
Biotechnology
Kymera
Company name:
Kymera
Sector:
Biotechnology
Landmark Health
Company name:
Landmark Health
Sector:
Health care
MarkLogic Corp
Company name:
MarkLogic Corp
Sector:
Information technology
Mersana Therapeutics
Company name:
Mersana Therapeutics
Sector:
Biotechnology
Moderna, Inc.
Company name:
Moderna, Inc.
Sector:
Biotechnology
Mulberry Health & Retirement (Oscar)
Company name:
Mulberry Health & Retirement (Oscar)
Sector:
Health care
nCino
Company name:
nCino
Sector:
Financial services
Neon Therapeutics
Company name:
Neon Therapeutics
Sector:
Biotechnology
Nightstar Therapeutics
Company name:
Nightstar Therapeutics
Sector:
Biotechnology
Nivalis Therapeutics
Company name:
Nivalis Therapeutics
Sector:
Biotechnology
nLight
Company name:
nLight
Sector:
Industrial
Nurix
Company name:
Nurix
Sector:
Biotechnology
Omada Health
Company name:
Omada Health
Sector:
Health care
PagerDuty
Company name:
PagerDuty
Sector:
Information technology
Payoneer
Company name:
Payoneer
Sector:
Financial services
Peloton Interactive
Company name:
Peloton Interactive
Sector:
Consumer discretionary
Pinterest
Company name:
Pinterest
Sector:
Consumer discretionary
Redfin Corp
Company name:
Redfin Corp
Sector:
Real estate
Rhythm Pharmaceuticals
Company name:
Rhythm Pharmaceuticals
Sector:
Biotechnology
Satsuma Pharmaceuticals
Company name:
Satsuma Pharmaceuticals
Sector:
Biotechnology
Select Energy Services
Company name:
Select Energy Services
Sector:
Energy
Slack Technologies
Company name:
Slack Technologies
Sector:
Information technology
Spotify Technology
Company name:
Spotify Technology
Sector:
Consumer discretionary
Sprinklr
Company name:
Sprinklr
Sector:
Information technology
Stripe
Company name:
Stripe
Sector:
Financial services
Swiggy
Company name:
Swiggy
Sector:
Consumer discretionary
Tanium
Company name:
Tanium
Sector:
Information technology
Trade Desk
Company name:
Trade Desk
Sector:
Information technology
Tricida
Company name:
Tricida
Sector:
Biotechnology
Uber Technologies
Company name:
Uber Technologies
Sector:
Consumer discretionary
UiPath
Company name:
UiPath
Sector:
Information technology
Unum Therapeutics
Company name:
Unum Therapeutics
Sector:
Biotechnology
Voyager Therapeutics
Company name:
Voyager Therapeutics
Sector:
Biotechnology
WeWork
Company name:
WeWork
Sector:
Industrial
ZipRecruiter
Company name:
ZipRecruiter
Sector:
Information technology
Zuora
Company name:
Zuora
Sector:
Information technology
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This reflects substantially all portfolio company investments made by Wellington Management’s multi-sector late-stage, dedicated private equity growth funds, which are closed to additional commitments. Due to confidentiality restrictions, one company name cannot be disclosed. Other private equity vehicles with different investment objectives and strategies may be managed by one or more investment team members and may also make late stage, private equity investments. Additional information is available upon request. It should not be assumed that an investment in the portfolio companies identified was or will be profitable. As of 31 March 2019.

* Reflects general investment industry experience.
**As of 30 April 2020. This reflects the committed capital of, and investments made by, our late-stage, dedicated private equity growth funds, which are closed to additional commitments.

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.

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