-
-
$8.5 B
-
AUM (USD)1
-
United States, Institutional
Change
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
-
-
178
-
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
- Co-Head, Private Investments
- Boston
- Co-Head, Private Investments
- Boston
- Director, Private Investments
- Chicago
- Director, Private Credit
- Boston
- Head of Wellington Access Ventures
- New York
- Head, Growth Lending
- San Francisco
- Co-Head, Biotech Private Investments
- Boston
- Head of Private Placements
- New York
- Head of Portfolio Management, Private Placements
- Boston
- Co-Head, Biotech Private Investments
- Boston
- Head of Private Climate Investing
- New York
- Sector Lead, Consumer and Technology
- Denver
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.
Our investments
-
Sector:Biotechnology
Acrivon Therapeutics
Acrivon Therapeutics Inc is a clinical-stage biopharmaceutical company developing oncology medicines that the Company matches to patients whose tumors are predicted to be sensitive to each specific medicine by utilizing its proteomics-based patient responder identification platform.
-
Sector:Information technology
-
Sector:Biotechnology
Affinavix
Pioneering the development of a novel class of vaccines, the most advanced of which are next-generation pneumococcal vaccines.
-
Sector:Financials
Affirm
Affirm is a smarter way to pay overtime. Shop pretty much anywhere and pay at your own pace without any fees.
-
Sector:Health care
Agilon Health
Transforming health care for seniors by empowering primary-care physicians to focus on the entire health of their patients.
-
Sector:Consumer discretionary
Airbnb
An online marketplace that connects people who want to rent out their homes with people who are looking for accommodations in specific locales.
-
Sector:Biotechnology
Aligos Therapeutics
Developing targeted therapies for NASH and Viral Diseases to address important unmet medical needs.
-
Sector:Health care
Allena Pharmaceuticals
A biopharmaceutical company deploying novel oral biological platform for difficult-to-treat metabolic diseases.
-
Sector:Climate technology
AMP Robotics
Founded in 2015 and headquartered in Louisville, CO. AMP Robotics offers recycling solutions pairing AI with innovative robotic technology to drive higher recycling levels while also solving critical pain points around labor shortages, processing costs, and global sustainability goals.
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.
News
-
Wellington Management announces US$385 million final close for Climate Innovation I
-
We are pleased to announce the final close of Wellington’s inaugural fund to invest solely in private companies developing solutions to help mitigate and adapt to climate change.
-
-
-
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
-
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.
-
-
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.
-
-
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.
-
-
-
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"!
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.)
-
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.]
-
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.
-
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.
-
iCapital® and Wellington Management forge global partnership
-
iCapital® and Wellington Management Forge Global Partnership to Enhance Access to Institutional-Quality Alternative Investments
Insights
Showing
of
Insights Posts
Hyper-personalization and the AI-driven commerce revolution
A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.
Article
2025-03-31
WellSaid: Partnering with climate founders
Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey
Video
2025-01-31
Venture capital outlook: Signals point to a brighter 2024
Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.
Article
2025-01-31
No more free lunch: Impact of higher interest rates on private equity strategies
We explain what the direct and indirect rate exposure of buyouts, venture capital, growth equity, secondaries, and fund-of-funds mean for investors.
Article
2025-01-31
Private market perspectives
Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG teams.
Video
2025-01-31
Private biotech: Immunology and inflammation’s third wave
Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.
Article
2024-12-31
Five key ESG topics for private companies in 2024
See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.
Article
2024-12-31
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2024-11-30
Private credit: Key market themes for the year ahead
In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.
Article
2024-12-31
Growth efficiency: The new venture capital regime
Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.
Article
2024-11-30
Private investing portfolio company interview with AMP Robotics CEO
Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.
Video
2024-10-31
URL References
Related Insights
Contact the team
If you are interested in connecting with our team, please fill out the form with a detailed message, and we will be in touch.
Your request has been submitted.
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.
