Wellington CLO Partners Fund II, L.P.
Wellington CLO Partners Fund II, L.P. is a private equity fund based in Boston, Massachusetts. According to its most recent Form D, filed Jan 23, 2026, it has sold $13,500,000 of interests to 21 investors since its first sale in Jan 2026. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Wellington CLO II GP LLC; Wellington Management CLO Advisors LLC; Wellington Management Company LLP.
- Total raised
- $13,500,000Cumulative sales reported on Form D
- Investors
- 21
- First sale
- Jan 9, 2026
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Wellington CLO II GP LLC; Wellington Management CLO Advisors LLC; Wellington Management Company LLP
- Latest Form D
- Jan 23, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Wellington CLO Partners Fund II, L.P.
What is the minimum investment for Wellington CLO Partners Fund II, L.P.?
Wellington CLO Partners Fund II, L.P.'s latest Form D, filed Jan 23, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Wellington CLO Partners Fund II, L.P.?
Wellington CLO Partners Fund II, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Wellington CLO Partners Fund II, L.P. raised?
Wellington CLO Partners Fund II, L.P. reports $13,500,000 sold from 21 investors on its Form D filed Jan 23, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Wellington CLO Partners Fund II, L.P. based?
Wellington CLO Partners Fund II, L.P. is based in Boston, Massachusetts and is managed by Wellington Management Company LLP.
When did Wellington CLO Partners Fund II, L.P. launch?
Wellington CLO Partners Fund II, L.P. reports its first sale in Jan 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 56% of the 464 private equity funds based in Massachusetts, and more than 46% of all 9,142 that report sales.