CENTRAL, HONG KONGCRD 165208Latest ADV March 31, 2026
Wellington Management Hong Kong Limited is an SEC registered investment adviser with a primary office location in Central, Hong Kong. Its latest Form ADV filing, dated March 31, 2026, reports $14.2B in regulatory assets under management, 105 employees, and 49 accounts.
Assets Under Management
$14.2B
Employees
105
Offices
--
Total Clients
49
Primary office
CENTRAL, HONG KONG
17 F, TWO INTERNATIONAL FINANCE CENTRE, 8 FINANCE STREET, CENTRAL, HONG KONG, Hong Kong
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 44.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
44.9%
22
2
Other Advisers
18.4%
9
3
Sovereign Wealth
18.4%
9
4
Insurance Cos.
6.1%
3
5
Banks
4.1%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.2Bas of March 31, 2026
Discretionary84.8%
$12.0B
85% of total RAUM84.8%
Non-discretionary15.2%
$2.2B
15% of total RAUM15.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.2B
Total Accounts49
10Y AUM Change+$7.0B (+97.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees105
Clients per Employee0:1
10Y Employee Change+35 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.