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WELLINGTON MANAGEMENT COMPANY LLP

UEI: KL3PTB7TL426CAGE: 7B6J1

WELLINGTON MANAGEMENT COMPANY LLP is a federal contractor, registered under UEI KL3PTB7TL426 and CAGE code 7B6J1. It has been awarded $143,021,900 in federal contracts. Primary work spans Portfolio Management, Investment Banking and Securities Dealing, and Miscellaneous Financial Investment Activities. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

KL3PTB7TL426

CAGE Code

7B6J1

Entity Structure

Partnership or Limited Liability Partnership

Established

N/A

Business Classifications

For Profit Organization

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

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

AI Capability Profile

Wellington Management Company LLP provides specialized portfolio management and investment banking services tailored to federal fiduciary needs, with a focus on asset allocation, risk mitigation, and securities strategy for government-sponsored retirement and benefit programs. Their technical expert...

Wellington Management Company LLP provides specialized portfolio management and investment banking services tailored to federal fiduciary needs, with a focus on asset allocation, risk mitigation, and securities strategy for government-sponsored retirement and benefit programs. Their technical expertise centers on institutional asset management, including fixed income, equity, and alternative investment strategies, executed with rigorous compliance and governance frameworks aligned with federal pension standards. The firm differentiates itself through disciplined portfolio construction, active risk management, and deep familiarity with the regulatory and fiduciary obligations inherent in public sector financial stewardship. The contractor has established a consistent relationship with the Pension Benefit Guaranty Corporation, delivering portfolio management and investment-related services critical to safeguarding pension obligations. Their work supports the agency’s mission to ensure the timely payment of guaranteed benefits, requiring precision in asset-liability matching, liquidity management, and compliance with ERISA and federal investment guidelines. This sustained engagement reflects a trusted advisory role in managing complex, long-term public retirement assets. The firm’s primary industry focus lies in portfolio management and investment banking, where they operate as a fiduciary advisor to government entities managing large-scale, mission-critical financial portfolios. Their market positioning is that of a specialized institutional asset manager serving federal agencies with unique regulatory and fiduciary constraints, rather than a broad-market financial services provider. Wellington Management Company LLP is structured as a limited liability partnership headquartered in Boston, Massachusetts, with no publicly disclosed federal certifications. Their geographic presence is anchored in the Northeast financial corridor, positioning them to serve federal clients requiring access to deep capital markets expertise and institutional-grade investment infrastructure.

Key Performance Metrics

Awards Count

6

All time

Active

2

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
Awards by NAICS
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

NAICS: 523940
New
SLED
Investment Grade Private Placement Asset Manager Search
Solicitation # 2140196
The New York State Insurance Fund (NYSIF) is soliciting proposals under solicitation number 2140196 and contract number 2026-45-INV for Private Placement Asset Manager Services. The agency seeks qualified firms to manage one or more mandates involving Investment Grade Private Placement Corporate and Infrastructure Credit, as well as Investment Grade Private Placement Asset-Backed Credit. NYSIF anticipates awarding multiple contracts for these services, which will be performed state-wide. The initial contract term is five years, with the possibility of two optional one-year extensions. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. In accordance with State Finance Law sections 139-j and 139-k, strict communication restrictions are in place; all inquiries must be directed solely to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF encourages participation from Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran-Owned Businesses (SDVOB), the specific goals for these categories are currently set at 0.00 percent. Bidders are responsible for monitoring the NYSIF procurement website for all amendments and clarifications to ensure their proposals remain responsive.
Insurance Fund - NYS

POSTED

5 days ago

DEADLINE

in about 2 months
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NAICS: 523940
New
SLED
Venture Capital Seed Fund Program Management
Solicitation # STA26103-SSBCI_VENTURE
The State of Delaware Department of State, through the Division of Small Business, is soliciting proposals for the Venture Capital Seed Fund Program Management under the U.S. Treasury State Small Business Credit Initiative (SSBCI). The program intends to utilize approximately 30 million dollars to build resident venture capital capacity, increase deal flow for targeted state industries, and expand capital access for women, founders of color, and rural-based businesses. The primary performance goal is to achieve at least a 10:1 ratio of private capital leveraged over a 10-year period. Eligible vendors must meet the SEC definition of a venture fund and comply with SSBCI Capital Program Policy Guidelines, including conflict-of-interest standards and Treasury civil rights requirements. Proposals are due by December 2, 2026, and will be evaluated based on team qualifications and experience (40 percent), investment strategy and fund management (30 percent), compliance and reporting capabilities (20 percent), and outreach to SEDI-owned businesses (10 percent). Award decisions are based on the most advantageous proposal rather than the lowest bid. Selected vendors must adhere to strict regulatory requirements, including IRS Publication 1075 for Federal Tax Information (FTI) compliance, non-discrimination laws under Delaware Code, and the Americans with Disabilities Act. Contract administration includes 30-day payment terms, a requirement for a Supplier ID, and the potential for IRS inspections of facilities with 24-hour notice.
Department of State

POSTED

5 days ago

DEADLINE

in about 1 month
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NAICS: 523940
New
SLED
M-07-27 Investment Advisory Services
Solicitation # BD-27-1381-BCC01-BCCFR-134721
Bristol Community College is soliciting proposals from qualified and experienced investment advisory firms under solicitation number BD-27-1381-BCC01-BCCFR-134721. The selected firm will provide investment advice and advisory services, supporting the College's Board and Finance Committee in meeting their fiduciary responsibilities. Key requirements include a demonstrated capability in asset allocation, portfolio construction, and risk reporting, with a specific emphasis on sustainable, mission-aligned, ESG, and socially responsible investing. The firm must be a registered investment advisor under the Investment Advisors Act of 1940 and provide an affirmative statement acknowledging its fiduciary responsibility for all discretionary investments. The contract consists of an initial 15-month term starting February 1, 2027, and ending June 30, 2028, with the option for four additional one-year renewals through June 30, 2032, contingent upon funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted in PDF format via email to Philicia Pacheco. Required documentation includes a W9 form, a non-collusion statement, tax compliance certification, and company contact information. Evaluation will be based on the firm's experience with non-profit or higher education institutions, investment philosophy, fee structures, and adherence to a professional code of ethics. The winning bidder will be required to sign a standard Commonwealth of Massachusetts contract and comply with state and federal non-discrimination and affirmative action laws.
BCC01 - Bristol Community College

POSTED

6 days ago

DEADLINE

in 16 days
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NAICS: 523940
New
SLED
Financial Advisor
Solicitation # PRO27011
The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.
Finance

POSTED

7 days ago

DEADLINE

in 16 days
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NAICS: 523940
SLED
RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority
Solicitation # RFI-100-2700000009-1
The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.
Frankfort, Ky

POSTED

8 days ago

DEADLINE

in 24 days
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