# CABOT WELLINGTON LLC

CABOT WELLINGTON LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 107916
- Type: SEC-registered investment adviser
- SEC file number: 801-54670
- Location: 70 FEDERAL STREET, BOSTON, MA, 02110
- Phone: 617-451-1744
- Latest filing: 2015-03-31
- Regulatory AUM: $864.4M
- Discretionary AUM: $860.6M
- Non-discretionary AUM: $3.8M
- Clients: 11
- Accounts: 197

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Reynolds Maxwell](https://search.stillhousedata.com/person/191875) | INTERIM EXECUTIVE DIRECTOR AND CCO | Orlando, FL |
| [WEST RICHARD ANGUS](https://search.stillhousedata.com/person/755381) | CHIEF COMPLIANCE & INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; EXECUTIVE DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| [BLACK LINDA CABOT](https://search.stillhousedata.com/person/767750) | DIRECTOR; MEMBER; TRUSTEE | — |
| [CABOT LOUIS WELLINGTON](https://search.stillhousedata.com/person/767751) | DIRECTOR; DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; MANAGEMENT COMMITTEE MEMBER (+2 more) | — |
| [CABOT ROBERT MOORS](https://search.stillhousedata.com/person/767752) | MEMBER | — |
| [CABOT THOMAS DUDLEY](https://search.stillhousedata.com/person/767753) | DIRECTOR; MANAGEMENT COMMITTEE MEMBER; MEMBER | — |
| [CABOT EDMUND BILLINGS](https://search.stillhousedata.com/person/767754) | DIRECTOR; DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; MEMBER | — |
| [CARRIGAN LAURA CABOT](https://search.stillhousedata.com/person/773553) | DIRECTOR / MEMBER OF MANAGEMENT COMMITTEE; TRUSTEE | — |
| [CABOT AMANDA CHILTON](https://search.stillhousedata.com/person/773554) | DIRECTOR; TRUSTEE | — |
| [BIRD GEORGE KURTZ](https://search.stillhousedata.com/person/783841) | EXECUTIVE DIRECTOR | — |
| [SLOAN NORTON](https://search.stillhousedata.com/person/802688) | ACTING MANAGER | — |


## Private funds (15)

Mix: Private Equity Fund 6 · Hedge Fund 2 · Real Estate Fund 5 · Venture Capital Fund 2

| Fund | Type | Formed | Owners | GAV | 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107916/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107916/similar
- Related entities: https://search.stillhousedata.com/firm/107916/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107916

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.