-
-
$8.5 B
-
AUM (USD)1
-
Skip to main content
- Funds
- Insights
- Capabilities
- About Us
- My Account
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 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
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.
Affinavix
Pioneering the development of a novel class of vaccines, the most advanced of which are next-generation pneumococcal vaccines.
Affirm
Affirm is a smarter way to pay overtime. Shop pretty much anywhere and pay at your own pace without any fees.
Agilon Health
Transforming health care for seniors by empowering primary-care physicians to focus on the entire health of their patients.
Airbnb
An online marketplace that connects people who want to rent out their homes with people who are looking for accommodations in specific locales.
Aligos Therapeutics
Developing targeted therapies for NASH and Viral Diseases to address important unmet medical needs.
Allena Pharmaceuticals
A biopharmaceutical company deploying novel oral biological platform for difficult-to-treat metabolic diseases.
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.
Private Investing News
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
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
Private Investment Outlook
In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
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.
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
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.
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
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.
Private placements: A primer for corporate DB plans preparing to derisk
With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.
Human capital management for private companies
We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.
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 31 October 2024. This reflects the committed capital to, and investments made by the private investing platform.
2 Reflects general investment industry experience.