Form D · Hedge Fund
Wellington Macro Strategies Fund, L.P.
Boston, MA · CIK 0001549676
Offering snapshot reported Jan 9, 2026 · SEC filing
- Reported sold
- $204M Indefinite offering
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 1, 2012 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 9, 2026 | Amendment | $203,695,605 | $0vs Jan 10, 2025 | 33 | SEC filing |
| Jan 10, 2025 | Amendment | $203,695,605 | $150,171,058vs Jan 10, 2024 | 33 | SEC filing |
| Jan 10, 2024 | Amendment | $53,524,547 | $8,385,095vs Jan 10, 2023 | 29 | SEC filing |
| Jan 10, 2023 | Amendment | $45,139,452 | $8,088,000vs Jan 10, 2022 | 24 | SEC filing |
| Jan 10, 2022 | Amendment | $37,051,452 | $3,691,439vs Feb 24, 2021 | 22 | SEC filing |
| Feb 24, 2021 | Amendment | $33,360,013 | $1,357,066vs Feb 24, 2020 | 20 | SEC filing |
| Feb 24, 2020 | Amendment | $32,002,947 | $1,489,040vs Jul 15, 2019 | 20 | SEC filing |
| Jul 15, 2019 | Amendment | $30,513,907 | $2,148,000vs Jul 13, 2018 | 19 | SEC filing |
| Jul 13, 2018 | Amendment | $28,365,907 | $5,079,000vs Jul 14, 2017 | 19 | SEC filing |
| Jul 14, 2017 | Amendment | $23,286,907 | $7,097,313vs Jul 14, 2016 | 19 | SEC filing |
| Jul 14, 2016 | Amendment | $16,189,594 | $1,500,000vs Jan 22, 2016 | 15 | SEC filing |
| Jan 22, 2016 | Amendment | $14,689,594 | $1,800,000vs Jan 23, 2015 | 15 | SEC filing |
| Jan 23, 2015 | Amendment | $12,889,594 | $0vs Apr 28, 2014 | 15 | SEC filing |
| Apr 28, 2014 | Amendment | $12,889,594 | $1,076,693vs May 7, 2013 | 15 | SEC filing |
| May 7, 2013 | Amendment | $11,812,901 | $4,312,901vs May 10, 2012 | 14 | SEC filing |
| May 10, 2012 | Initial | $7,500,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-178030
The recipient listed second in Item 12 is paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Wellington Funds Distributors, Inc. | 000152768 | |
| Compass Advisors | 000288256 |
Source: Form D, filed Jan 9, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
WELLINGTON MACRO STRATEGIES FUND, L.P.
Investment adviser: WELLINGTON ALTERNATIVE INVESTMENTS LLC
- Gross asset value
- $180M
- Beneficial owners
- 13
- ADV minimum commitment
- $5M
Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
WELLINGTON FUNDS DISTRIBUTORS INC.
CRD 152768 · SEC 8-68476
Filing source
Form ADV 2130971 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-1839135874
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| John E. Bruno | Director |
| Christopher G. Kirk | Director |
| Gregory S. Konzal | Executive |
| Neil A. Medugno | Director |
| Susan G. O'connell | Director |
| Phillip H. Perelmuter | Director |
| Edward Steinborn | Director |
| Brendan J. Swords | Director |
| Perry M. Traquina | Director |
| Wellington Alternative Investments Llc | Executive |
| Wellington Hedge Management Llc | Executive, Promoter |
| Wellington Management Company Llp | Executive |
| Wellington Management Investment, Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02210