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
$8.5 B
AUM (USD)1
192
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
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 offer to 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.
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.
Wellington Management hires a new head of Investor Relations, Private Investments.
Private Equity International | AI drives transformational technology shift
Head of Late-Stage Growth, Matt Witheiler and Sector Lead, Rob Mazzoni spoke with Private Equity International during a Keynote Interview about how advances in artificial intelligence offers new use cases and productivity gains, opening opportunities for late-stage companies.
Source: Private Equity International
Invested in Climate | Wellington Management’s $385m Climate Fund with Greg Wasserman
Greg Wasserman, Head of Private Climate Investing, joined Invested in Climate’s podcast in their 92nd episode to discuss his personal journey as a private climate investor, how climate investing has changed, what he is currently excited about, opportunities for the future, and more.
Bloomberg Markets: The Close | Tech IPO’s ‘on the rebound’ despite market volatility: Witheiler
Watch Matt Witheiler, Head of Late-Stage Growth, on Bloomberg Markets: The Close discussing his latest “on the rebound” IPO markets outlook, AI, and broad venture capital themes.
Preqin | Lessons from raising an inaugural private climate fund
Greg Wasserman, Head of Private Climate Investing, sat down for a Q&A interview with Preqin to discuss raising a $385m climate fund, the opportunities in climate investing, and lessons learned.
Source: Preqin
Shanna O’Reilly named to GrowthCap’s “Top Women Leaders in Growth Investing.”
Congratulations to Shanna O’Reilly, Co-head, Private Investments, who was named to GrowthCap’s “Top Women Leaders in Growth Investing” list. This recognition highlights her impact building Wellington’s global private investing business and her mentorship both within our firm and across the industry.
Wellington Management did not pay a fee to be considered. The selection of winners was carried out through a nomination process that involved reviewing feedback from colleagues, portfolio company executives, and others in the industry for each nominee. The evaluation of each candidate was based on factors such as their success in their roles, the breadth of their experience, their longevity in the field, and their consistent performance. This award was announced on June 18, 2024, a submission made in January 2024. 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.
Source: GrowthCap
Matt Witheiler named to Forbes “The Midas List: The World’s Best Venture Capital Investors in 2024.”
Congratulations to Matt Witheiler, Sector Lead, Consumer & Technology who was named to Forbes’ The Midas List: The World’s Best Venture Capital Investors in 2024, for the fourth year in a row!
Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2023 and is based on 5 years of trailing data. Wellington Management was the only winner in the Top Tech Investors category, which was judged based on Forbes’ criteria. 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.
Pensions&Investments | Wellington, the quiet giant, wades into private credit amid boom in lending
Director, Private Credit, Emily Bannister and Head of Client Group, Scott Geary, spoke with Pensions&Investments on the firm’s move into Private Credit as part of its growing Private Investing platform. In 2023, the firm launched its Private Credit capability with the investment-grade private placements strategy and is expanding into growth lending this year.
Source: Pensions&Investments
Wellington Management announces US$385 million final close for Climate Innovation I
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
Insights
AI is hungry: What’s on the menu?
Our technology venture capital experts explore AI’s potential for disruption, highlight potential winners and losers, and dive deep into the innovation’s impact on the software industry.
Designing an executive compensation program: Five best practices for private companies
Our Value Creation Team highlights best practices for creating effective executive compensation programs for private companies approaching IPO.
CLO equity insights: Private credit
Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.
Biotech IPOs in 2025: Quantity, quality, and best practices
We explore today's biotech IPO market, highlighting recent market trends, key characteristics for successful biotech IPOs, and best practices to sustain momentum as a public biotechnology company.
Asia’s evolving venture capital market
What's next for Asian venture capital? After a decade of growth, we explore key questions and best practices for VC investors and private companies in the region.
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
Disappearing unicorns: The importance of capital efficiency in a higher-for-longer rate environment
Members of our late-state growth equity team share their views on the impact of interest rates on venture capital activity — including the ability of companies to reach “unicorns” status.
Beyond the noise: Four key drivers of private credit opportunities
With recent negative headlines around private credit, we think it's crucial to move beyond the noise and explore the asset class's enduring trends like disintermediation, the convergence of public and private markets, and much more.
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
8 emerging venture capital trends
We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
URL References
Related Insights
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1 As of 30 September 2024. This reflects the committed capital to, and investments made by the private investing platform.
2 Reflects general investment industry experience.
