FI  Cabot-Wellington

https://cabotwellington.com/





     Office Locations:

22 Batterymarch Street, 2nd Floor
Boston, MA 02109
Phone: 617-451-1744
Fax: 617-451-1733

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Transportation & Distribution

  •  

    Description:

    Cabot-Wellington, LLC is a single-family office founded in 1996. As a dedicated resource for the Cabot family our office provides financial advice, investment services, and general guidance and support across a wide range of family-oriented needs. According to SEC filings, Cabot-Wellington manages in excess of $500 million in assets. Cabot-Wellington manages assets for the descendants of Godfrey Lowell Cabot, who founded Cabot Corp. It provides investment management, recordkeeping, and other services to family members of Thomas D. Cabot and Virginia Wellington Cabot. CW also manages the CW Funds, which are open only to Cabot family members. The Cabot family shares a long tradition of philanthropy and public service. As the family continues this legacy of generosity, the Office supports such endeavors as the Cabot Family Charitable Trust, the Virginia Wellington Cabot Foundation, the Maria Moors Cabot Prizes, and the Bar N I Community Service Fund.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Alyssa Giordano
    Beth Powers Lynch Director of investment operationsDirector
    Joan Whelton Executive director
    John Lawton President
    Laurence RichardsS. McHugh Executive

     

    Portfolio companies include:

     

    Recent News: