WELLINGTON ALTERNATIVE INVESTMENTS

280 Congress Street
Boston, Massachusetts 02210
Tel: 617-951-5372

About WELLINGTON ALTERNATIVE INVESTMENTS

WELLINGTON ALTERNATIVE INVESTMENTS, formally registered with the SEC as WELLINGTON ALTERNATIVE INVESTMENTS. The firm was established in 04/29/2016. They have over 1 offices throughout the country.

WELLINGTON ALTERNATIVE INVESTMENTS is a Boston, Massachusetts based Financial Planning firm with nearly $50,597,889,121 assets under management, offering retirement planning & investment advisory services to 132 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226715
SEC#	801-107461
Assets Managed by Firm	$50,597,889,121
No. of Clients	132
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (GENERAL PARTNER, MANAGER, OR SPONSOR OF PRIVATELY OFFERED POOLED INVESTMENT VEHICLES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	132	$50,597,889,121

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