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    Wellington Management

    Boston, Massachusetts, United StatesFounded 1928

    Wellington Management is one of the world's largest independent asset managers, founded in 1928 and headquartered in Boston. Its Private Investing platform invests across sectors including enterprise software, fintech, consumer, healthcare, biotechnology, and climate technology, from early-stage venture through late-stage growth. The latest late-stage private fund (Wellington Hadley Harbor IV) closed at $2.6 billion.

    Average disclosed round size is $184.3M (across 318 rounds with reported amounts).

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    Portfolio

    277

    Fund Size

    $2.6B

    Top Stage

    Series C

    Last 12 Mo

    19

    Team

    Andrew Bayerl , CFA

    Andrew Bayerl , CFA

    Investment Director

    Cara Hubbard

    Cara Hubbard

    Investment Director

    Drew Morales

    Drew Morales

    Associate Director, Private Investments Value Creation

    Erin Schmitz, CFA

    Erin Schmitz, CFA

    Director, Private Investments

    Hillary Flynn

    Hillary Flynn

    Director of Value Creation

    Jason Horowitz

    Jason Horowitz

    Director of Alternatives, Americas

    Jillian Rooney

    Jillian Rooney

    Investment Director

    Kalyani Harar

    Kalyani Harar

    Director of Private Investments, EMEA

    Mark Watson, CAIA

    Mark Watson, CAIA

    Investment Director, Private Investments Capital Formation

    Meredith Bruenjes

    Meredith Bruenjes

    Associate Director, Private Investments

    Sonali Wilson

    Sonali Wilson

    Investment Director, Private Investment Capital Formation

    Stephen Moch

    Stephen Moch

    Investment Director

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    400 investments
    CompanyRoundAmountDate
    Tonsser logoTonsserSeries A—Sep 2026
    Muon Space logoMuon SpaceSeries C$250MAug 2026
    Crystalys Therapeutics Inc logoCrystalys Therapeutics IncSeries B$130MJul 2026
    Fore Biotherapeutics logoFore BiotherapeuticsUnknown$67.4MJul 2026
    Higharc logoHigharcSeries C$95MJun 2026
    RQ Biotechnology logoRQ BiotechnologySeries A$115MJun 2026
    Baseten logoBasetenSeries B$1.5BJun 2026
    Nuclidium logoNuclidiumUnknown—May 2026
    Quince logoQuinceSeries E—Mar 2026
    Encord logoEncordSeries C$60MFeb 2026
    Nnyra healthSeries A—Feb 2026
    Jelou logoJelouSeries A$10MJan 2026
    Caldera Therapeutics logoCaldera TherapeuticsSeries A$75MJan 2026
    RQ Biotechnology logoRQ BiotechnologySeries A$115MJan 2026
    AAngitia BioSeries D$130MJan 2026
    Artiva Biotherapeutics logoArtiva BiotherapeuticsSeries B$120MJan 2026
    Quince logoQuinceSeries E$500MJan 2026
    Avere Therapeutics logoAvere TherapeuticsUnknown$320MJan 2026
    FForerunnerSeries B$26.3MJan 2026
    Metsera logoMetseraSeries B$215MJan 2026
    EEleven LabsSeries D—Jan 2026
    Quantum-Systems logoQuantum-SystemsSeries D—Jan 2026
    Baseten logoBasetenSeries E$300MJan 2026
    Angitia Biopharmaceuticals logoAngitia BiopharmaceuticalsSeries D$130MJan 2026
    Crisp logoCrispSeries B$26MDec 2025
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    Last updated: 27 September 2026