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WELLINGTON MANAGEMENT COMPANY, LLP

UEI: VALSWPXCMLJ4

WELLINGTON MANAGEMENT COMPANY, LLP is a federal contractor, registered under UEI VALSWPXCMLJ4. It has been awarded $91,320,960 in federal contracts. Primary work spans Investment Banking and Securities Dealing, Portfolio Management, and Miscellaneous Financial Investment Activities. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

VALSWPXCMLJ4

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

Key Performance Metrics

Awards Count

4

All time

Active

0

Currently performing

Completed

4

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency

Pension Benefit Guaranty Corporation$91.3M100%

Awards by NAICS

523110 - Investment Banking and Securities Dealing$54.5M59.7%523920 - Portfolio Management$23.5M25.7%523999 - Miscellaneous Financial Investment Activities$13.3M14.6%

Awards by Agency Over Time

Awards by Place of Performance

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Open opportunities in WELLINGTON MANAGEMENT COMPANY, LLP's top NAICS codes and agencies

Market Engagement and Investment SpecialistThe Market Engagement and Investment Specialist subcontract supports prime contractors on Great British Energy Nuclear SMR projects by facilitating engagement with private sector investors and financial institutions. The primary objectives include identifying potential funding partners, analyzing market appetite for nuclear SMR investments, and providing strategic advice on investor requirements for hybrid funding models. To achieve these goals, the selected provider must utilize investor databases and market intelligence tools to deliver comprehensive market engagement reports and detailed investor feedback analysis. This opportunity is categorized under NAICS code 523110 and was posted on October 14, 2026, with a response deadline of November 12, 2026. A critical requirement for participation is the execution of a mutual non-disclosure agreement to protect sensitive project information. The contract is managed by Great British Energy Nuclear and focuses on securing the financial frameworks necessary for the deployment of small modular reactor technology.

Great British Energy - Nuclear

POSTED

DEADLINE

Investment Portfolio Manager (Bond Proceeds)This subcontract opportunity is for an Investment Portfolio Manager to provide professional guidance on the investment and management of bond proceeds for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for portfolio management to balance risk and return, monitoring performance against benchmarks through analytics software, and delivering investment policy recommendations and performance reports. A CFA certification is preferred for this role. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026, at 3:00 PM. This requirement falls under NAICS code 523920 and is associated with the South Jersey Ports agency in New Jersey.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Fund Trust and Investment ManagementThis subcontract for Fund Trust and Investment Management provides fiduciary and financial management services for prime contractors managing Eugene Water and Electric Board fund administration projects. The selected provider will serve as the financial repository, managing the investment of funds in interest-bearing accounts and executing distributions to designated projects through secure accounting and investment platforms. To qualify, the provider must hold recognized financial institution fiduciary certifications and is responsible for delivering managed investment accounts along with detailed financial distribution reports. The opportunity is categorized under NAICS code 523110 and is associated with the Purchasing Public Utility in Oregon, with a response deadline set for November 2, 2026.

Purchasing Public Utility

POSTED

DEADLINE

Short-Term Debt Program ManagerThe Short-Term Debt Program Manager subcontract for San Diego County involves the specialized management of short-term and interim obligations for prime contractors working on county financing projects. The selected provider will be responsible for structuring and managing Commercial Paper programs, executing the issuance of Tax and Revenue Anticipation Notes, and coordinating efforts between municipal advisors and trustee banks to ensure active and funded credit facilities. Strict adherence to SEC and MSRB rules is required for all activities under this agreement. The project is based in San Diego, California, with a response deadline set for November 16, 2026. This engagement falls under NAICS code 523110, focusing on the delivery of critical financial instruments and regulatory compliance for the agency.

San Diego County

POSTED

DEADLINE

in about 1 month

Municipal Bond Co-ManagerThe Municipal Bond Co-Manager subcontract for San Diego County involves providing specialized underwriting and distribution services for municipal securities related to county financing projects. The selected provider will work alongside prime contractors to participate in financing-team meetings, conduct quantitative market analysis, and execute the purchase and sale of debt instruments. Success is measured by the delivery of accurately priced and sold debt instruments. Operational requirements include the use of municipal bond trading platforms and strict adherence to SEC and MSRB regulations. This opportunity is categorized under NAICS code 523110 and is based in San Diego. Interested parties must submit their responses by the deadline of November 16, 2026.

San Diego County

POSTED

DEADLINE

in about 1 month

Private Markets Specialist Consulting (PE, Credit, Real Estate, Infra)This subcontract opportunity with Fairfax County in Virginia seeks a Private Markets Specialist to provide comprehensive monitoring and cash-flow analytics for non-public investments. The selected consultant will support prime contractors on Uniformed Retirement System projects by overseeing private equity, credit, real estate, and infrastructure programs. Key responsibilities include managing pacing plans, tracking capital calls, analyzing valuations, and calculating critical performance metrics such as Internal Rate of Return and time-weighted returns. The consultant will be responsible for delivering detailed private markets monitoring reports and strategic pacing plans. Interested parties should note that the response deadline is November 2, 2026, and the project falls under NAICS code 523999.

POSTED

DEADLINE

Investment Manager Research and Operational Due Diligence (ODD)This subcontract opportunity with Fairfax County in Virginia focuses on providing investment manager research and operational due diligence for Uniformed Retirement System projects. The selected provider will be responsible for conducting both Investment Due Diligence and Operational Due Diligence through a combination of virtual and onsite audits to support prime contractors. Key deliverables include the maintenance of conflict-free manager universes, the identification of watch list triggers, and the production of detailed due diligence memos and manager shortlist reports. In addition to research and auditing, the contract requires the provision of fee benchmarking and negotiation support to ensure optimal pricing. Interested parties should note that the solicitation was posted on October 1, 2026, with a response deadline of November 2, 2026. The work falls under NAICS code 523999, covering miscellaneous financial investment activities.

POSTED

DEADLINE

Public Fund Investment ComplianceThis subcontract for Public Fund Investment Compliance involves providing specialized investment advisory services for prime contractors working on Brazos River Authority depository projects. The primary objective is to monitor investment vehicles to ensure strict adherence to the BRA Investment Policy and to verify that all obligations are backed by the full faith and credit of either the United States or the State of Texas. The selected provider will utilize regulatory databases and investment tracking software to maintain oversight and deliver detailed investment compliance reports. This opportunity is associated with NAICS code 523110 and is managed by the Brazos River Authority in Texas, with a response deadline set for November 3, 2026.

BRAZOS RIVER AUTHORITY

POSTED

DEADLINE

Municipal Debt & Bond Issuance SpecialistThe Municipal Debt and Bond Issuance Specialist subcontract supports prime contractors on projects for the Douglas County Board of Commissioners in Georgia. The selected specialist is responsible for the technical structuring and execution of debt issuance, which includes recommending the size, timing, and maturities of financing while analyzing interest rates and redemption provisions. Key deliverables include final debt schedules, pricing analysis, and the coordination of offering documents with bond counsel. The scope of work encompasses the analysis of various financial instruments, specifically General Obligation bonds, Revenue bonds, and private placements. This opportunity was posted on September 28, 2026, with a response deadline of October 28, 2026. It falls under NAICS code 523110, focusing on commercial lending and financial structuring for municipal infrastructure and projects.

Douglas County Board of Commissioners

POSTED

DEADLINE

Solicitation # 25AXB0198

The University at Buffalo, part of the State University of New York system, issued Invitation for Bid IFB# 25AXB0198 on September 28, 2026, for the purchase of high-quality carbon offsets. The scope of work requires the successful bidder to furnish and retire an estimated 43,000 carbon offsets specifically generated from projects involving the destruction of ozone-depleting substances. Bidders are permitted to propose offsets originating from a maximum of three separate projects. The resulting contract will be for a period of one year and is subject to approval by the State Office of the Attorney General and the Office of the State Comptroller. Award will be granted to the responsive and responsible bidder offering the lowest total price in accordance with New York State Finance Law Section 163. Bidders must submit a firm, all-inclusive price per metric ton of carbon dioxide equivalent using the mandatory Pricing Page. This price must include all administrative, registry, and transaction fees, while excluding Federal Excise Tax, Federal Transportation Tax, and New York State Sales Tax. All bids must be submitted via the ShopBlue Jaggaer eProcurement system by October 20, 2026, at 2:30 PM EDT.

State University of New York

POSTED

DEADLINE

Escrow and Settlement ManagementThe Escrow and Settlement Management subcontract involves the appointment of a neutral third party to manage the holding of funds, assets, and legal documents for prime contractors engaged in real property transactions with the Salt Lake City Department of Airports. The selected provider is responsible for facilitating the execution of closing documents and coordinating the disbursement of funds once all specified closing conditions have been met. To ensure legal and financial security, the provider must maintain secure escrow accounts and operate in full compliance with Utah escrow and settlement laws. Final deliverables for this engagement include the provision of complete closed transaction files and detailed disbursement records. The response deadline for this opportunity is October 16, 2026.

POSTED

DEADLINE

in about 10 hours

CHIPS Federal credit, portfolio management, and financial management supportThe Department of Commerce is seeking professional services to provide federal credit, portfolio management, and financial management support. The primary objective of this contract is to ensure the oversight and protection of CHIPS funds through the implementation of controls designed to mitigate fraud, waste, and abuse. The selected provider will offer specialized financial expertise in investment and lending to ensure full compliance with the CHIPS Act, the Federal Credit Reform Act of 1990, and applicable OMB Circulars. This engagement is critical for meeting OMB requirements to limit government risk regarding default losses and to prepare for mandatory balance sheet audits of loan assets. The opportunity is listed as a forecast under NAICS code 523999, with Adriana Di Rocco serving as a primary point of contact for the initiative.

POSTED

DEADLINE

Real Estate Negotiation and Closing ServicesThis subcontract for Real Estate Negotiation and Closing Services involves the active acquisition of land parcels to support prime contractors on COTA bus rapid transit projects. The selected provider will be responsible for negotiating purchase prices with property owners and managing the legal closing process in coordination with legal counsel to ensure the delivery of executed purchase agreements and closed property titles. The opportunity is managed by the Ohio Capital Delivery Real Estate agency under NAICS code 523110. Interested parties must submit their responses by the deadline of October 18, 2026, following the posting date of September 21, 2026.

6000- Capital Delivery- Real Estate

POSTED

DEADLINE

Municipal Financial Advisor / Debt Management ConsultantThis subcontract opportunity is for a Municipal Financial Advisor and Debt Management Consultant to provide specialized financial advisory services for prime contractors on City of Pittsburgh municipal bond projects. The selected consultant will offer written and verbal guidance on municipal financing and represent the city's interests during meetings with the SEC, Bond Counsel, and Underwriters. Key responsibilities include recommending and advising on various sale methods, including private placements, negotiated sales, and competitive bids. To be eligible, the provider must maintain active registration with the MSRB and the SEC. This project falls under NAICS code 523110 and is managed by the Finance agency in Pennsylvania. Interested parties must submit their responses by the deadline of October 16, 2026.

POSTED

DEADLINE

in about 8 hours

Real Estate & Right-of-Way ServicesThis subcontract for Real Estate and Right-of-Way Services supports the County of Santa Cruz General Services Department by providing property appraisal, relocation services, and right-of-way consulting. The selected provider will be responsible for conducting real property appraisals, performing pre-sale inspections, and managing right-of-way acquisition, with final deliverables including appraisal reports, inspection reports, and formal ROW agreements. Qualified candidates must possess at least five years of experience working on public sector projects. The contract is based in Santa Cruz, California, under NAICS code 523110. Interested parties must submit their responses by the deadline of October 16, 2026.

County of Santa Cruz General Services Department

POSTED

DEADLINE

in about 7 hours

Financial Investment Advisory ServicesThis subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

POSTED

about 1 month ago

DEADLINE

Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

POSTED

about 1 month ago

DEADLINE

Bond Underwriting & DistributionThis subcontract for the State of Illinois Governor’s Office of Management and Budget involves the underwriting and distribution of municipal bonds. The selected provider is responsible for pricing bonds, managing the bid process, and distributing securities to professional investors in accordance with SEC Rule 15c-2-12. The primary objective is to deliver fully funded bond series 2026A, 2026B, and 2026C. To qualify for this engagement, the contractor must maintain registered broker-dealer status and possess the capability to handle large-scale capital markets transactions. The work is associated with NAICS code 523110 and is centered in Springfield, Illinois.

Office of Management and Budget

POSTED

about 1 month ago

DEADLINE