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Wellington Management

280 Congress Street, Boston, Massachusetts, 02210, United States

Overview

Investment management firm serving institutional clients across various mar

Founded

1933

Deals · 12mo

27

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series B
Series C
Series D

Geographic focus

United States

Sector focus

Advice
Asset Management
Finance
Financial Services
...

Investment portfolio

261rounds
NAMEDATESIZE
Nscale
Sep 2026Participated
$3.4 BOther Equity
Tabby
Sep 2026Participated
$233 MSeries F
Temporal Technologies
Sep 2026Led
$550 MSeries E
Clay
Sep 2026Led
$115 MSeries D
Muon Space
Aug 2026Participated
$250 MSeries C
Avere Therapeutics
Aug 2026Participated
$500 MOther Equity
Whatnot
Aug 2026Participated
$545 MSeries G
Crystalys Therapeutics
Jul 2026Participated
$130 MSeries B
Flex
Jul 2026Participated
$70 MSeries B
Fore Biotherapeutics
Jul 2026Participated
$67 MSeries D
Quantum Systems
Jul 2026Participated
$1.2 BSeries D
Higharc
Jun 2026Participated
$95 MSeries C
Nscale
Sep 2026Participated
$3.4 BOther Equity
Tabby
Sep 2026Participated
$233 MSeries F
Temporal Technologies
Sep 2026Led
$550 MSeries E
Clay
Sep 2026Led
$115 MSeries D
Muon Space
Aug 2026Participated
$250 MSeries C
Avere Therapeutics
Aug 2026Participated
$500 MOther Equity
Whatnot
Aug 2026Participated
$545 MSeries G
Crystalys Therapeutics
Jul 2026Participated
$130 MSeries B
Flex
Jul 2026Participated
$70 MSeries B
Fore Biotherapeutics
Jul 2026Participated
$67 MSeries D
Quantum Systems
Jul 2026Participated
$1.2 BSeries D
Higharc
Jun 2026Participated
$95 MSeries C
261
Items
...
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Wellington Management: 261 funding rounds are recorded in the selected participation categories.All available history.
Wellington Management: 261 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed41
Series A110
Series B2130
Series C+4396
Other Equity1538
Debt20

Monthly Deal Activity

Wellington Management: 261 deals are recorded across 178 months.All available history.
Wellington Management: 261 deals are recorded across 178 months. All available history
MonthDeals
Jan '121
Feb '120
Mar '120
Apr '120
May '120
Jun '121
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '141
Mar '140
Apr '144
May '143
Jun '141
Jul '140
Aug '143
Sep '142
Oct '142
Nov '141
Dec '142
Jan '153
Feb '153
Mar '154
Apr '155
May '152
Jun '153
Jul '152
Aug '154
Sep '152
Oct '150
Nov '150
Dec '152
Jan '161
Feb '161
Mar '161
Apr '161
May '162
Jun '161
Jul '161
Aug '161
Sep '161
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '170
Apr '170
May '171
Jun '171
Jul '171
Aug '171
Sep '170
Oct '171
Nov '173
Dec '171
Jan '180
Feb '182
Mar '180
Apr '180
May '180
Jun '181
Jul '180
Aug '182
Sep '183
Oct '182
Nov '181
Dec '181
Jan '190
Feb '190
Mar '190
Apr '195
May '191
Jun '191
Jul '190
Aug '190
Sep '190
Oct '191
Nov '191
Dec '193
Jan '202
Feb '201
Mar '203
Apr '200
May '200
Jun '203
Jul '204
Aug '203
Sep '205
Oct '203
Nov '201
Dec '203
Jan '215
Feb '212
Mar '214
Apr '214
May '214
Jun '213
Jul '213
Aug '211
Sep '214
Oct '211
Nov '212
Dec '217
Jan '221
Feb '222
Mar '221
Apr '220
May '222
Jun '222
Jul '221
Aug '221
Sep '221
Oct '220
Nov '222
Dec '221
Jan '230
Feb '230
Mar '232
Apr '234
May '232
Jun '232
Jul '233
Aug '232
Sep '231
Oct '231
Nov '230
Dec '231
Jan '240
Feb '241
Mar '240
Apr '242
May '246
Jun '242
Jul '242
Aug '245
Sep '240
Oct '240
Nov '242
Dec '245
Jan '251
Feb '254
Mar '251
Apr '251
May '251
Jun '251
Jul '251
Aug '251
Sep '252
Oct '253
Nov '251
Dec '250
Jan '261
Feb '264
Mar '261
Apr '260
May '261
Jun '266
Jul '264
Aug '263
Sep '264
Oct '260

Sector Breakdown

Wellington Management: Health & Life Sciences is the largest displayed sector by deal count (118 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Wellington Management: Health & Life Sciences is the largest displayed sector by deal count (118 deals). All available history
SectorDeals
Health & Life Sciences118
Enterprise Software58
Fintech42
Networks, Cloud & Communication38
AI & Machine Learning33
E-Commerce & Retail30
Data, Analytics & IT22
Consumer & Lifestyle22
Hardware & Robotics16
Space & Frontier Tech13
Professional Services13
Media & Entertainment12
Cybersecurity & Privacy11
Marketing & Advertising11
Transportation & Logistics10
Clean Energy & Sustainability9
Real Estate & Construction9
Developer Tools9
Social & Community Platforms8
Manufacturing7
Food & Agriculture7
Travel & Hospitality6
Education & Workforce3
Gaming & eSports3
Government & Defense2
Crypto & Blockchain2
AR/VR1

Deal Size Distribution

Wellington Management: 261 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Wellington Management: 261 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M4
$5M-$10M2
$10M-$25M14
$25M-$50M21
$50M-$100M59
$100M-$250M106
$250M-$500M37
$500M-$1B9
$1B+9

Deals By Geography

Wellington Management: United States has the largest recorded deal count among the displayed regions (227 deals).All available history.

Top 10 of 10 regions; European countries are grouped as Europe.

Wellington Management: United States has the largest recorded deal count among the displayed regions (227 deals). All available history
RegionDeals
United States227
Europe14
India7
Saudi Arabia3
South Korea3
Brazil3
Chile1
Canada1
China1
Australia1
Wellington Management: 20 co-investors are shown, with T. Rowe Price Associates sharing 33 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Wellington Management: 20 co-investors are shown, with T. Rowe Price Associates sharing 33 recorded deals. All available history
Co-investorShared deals
T. Rowe Price Associates33
Fidelity Management & Research Company31
Cormorant Asset Management30
Janus Henderson Investors30
RA Capital Management30
OrbiMed25
Logos Capital22
Sequoia Capital21
Surveyor Capital21
Casdin Capital20
Tiger Global20
Andreessen Horowitz19
BlackRock18
IVP17
Goldman Sachs16
Venrock16
New Enterprise Associates14
Redmile Group14
Perceptive Advisors13
Rock Springs Capital13

Investment Strategy

Wellington Management: Led accounts for 33% and participating for 67% of round participation.All available history.
Wellington Management: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led8633%
Participating17567%
Wellington Management: Single-lead accounts for 66% and co-led for 34% of lead dynamics.All available history.
Wellington Management: Single-lead accounts for 66% and co-led for 34% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead5766%
Co-led2934%

Team

Frederik Groce
Greg Wasserman
Jackson Cummings

Head of Diverse Founders Investing

Jean Hynes

CEO, Managing Partner, and Portfolio Manager

Joshua Sommerfeld

Private Equity Principal

Matthew Witheiler

Private Equity

Melissa Marquis

Manager, Currency Trading Technology

Michael Carmen

Senior Managing Director, Partner, Private Equity Lead Portfolio Manager and Equity Portfolio Mgr

Nilesh Kumar

Partner

Noel Fernandez

Vice President

Rob Mazzoni
Sasha McKenzie
Van Jones

Deal Lead & Diverse Founders Investing

Walter L. Morgan

Founder