CABOT WELLINGTON LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 107916). Regulatory assets under management: $864.4M.
| Name | Role | Location |
|---|---|---|
| Reynolds Maxwell | INTERIM EXECUTIVE DIRECTOR AND CCO | Orlando, FL |
| WEST RICHARD ANGUS | CHIEF COMPLIANCE & INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; EXECUTIVE DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| BLACK LINDA CABOT | DIRECTOR; MEMBER; TRUSTEE | — |
| CABOT LOUIS WELLINGTON | DIRECTOR; DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; MANAGEMENT COMMITTEE MEMBER (+2 more) | — |
| CABOT ROBERT MOORS | MEMBER | — |
| CABOT THOMAS DUDLEY | DIRECTOR; MANAGEMENT COMMITTEE MEMBER; MEMBER | — |
| CABOT EDMUND BILLINGS | DIRECTOR; DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; MEMBER | — |
| CARRIGAN LAURA CABOT | DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; TRUSTEE | — |
| CABOT AMANDA CHILTON | DIRECTOR; TRUSTEE | — |
| BIRD GEORGE KURTZ | EXECUTIVE DIRECTOR | — |
| SLOAN NORTON | ACTING MANAGER | — |
Private Equity Fund: 6 · Hedge Fund: 2 · Real Estate Fund: 5 · Venture Capital Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LB FAMILY INVESTMENT LLC | Private Equity Fund | — | 14 | $60.9M | — |
| CW HEDGE FUND I, LLC | Hedge Fund | — | 45 | $40.2M | $50K |
| TDC FAMILY INVESTMENT LLC | Private Equity Fund | — | 3 | $23.2M | — |
| EBC FAMILY INVESTMENT FUND LLC | Private Equity Fund | — | 4 | $19.6M | — |
| CW PRIVATE EQUITY FUND 2007, LLC | Private Equity Fund | — | 44 | $18.5M | $50K |
| CW HEDGE FUND II, LLC | Hedge Fund | — | 25 | $16.1M | $50K |
| TDC FAMILY INVESTMENT LLC II | Real Estate Fund | — | 4 | $11.2M | — |
| CW REAL ASSET FUND 2011, LLC | Real Estate Fund | — | 42 | $9.6M | $50K |
| CW PRIVATE EQUITY FUND 2011, LLC | Private Equity Fund | — | 48 | $9.4M | $50K |
| CW VENTURE FUND IV, LLC | Venture Capital Fund | — | 35 | $7.6M | $50K |
| LB FAMILY INVESTMENT LLC II | Private Equity Fund | — | 6 | $7.4M | — |
| CW REAL ESTATE FUND III, LLC | Real Estate Fund | — | 34 | $6.3M | $50K |
| CW REAL ESTATE FUND II, LLC | Real Estate Fund | — | 33 | $4.3M | $50K |
| CW REAL ESTATE FUND I, LLC | Real Estate Fund | — | 19 | $1.9M | $50K |
| CW VENTURE FUND III, LLC | Venture Capital Fund | — | 15 | $1.3M | $50K |