Retirement System Continues Wellington Investment Management Relationship
Charlotte Firefighters Retirement SystemCity Department · Charlotte, NC- Disclosed value
- $31M initial investment; $51M as of July 2026
- From minutes
- Document date
- Aug 20, 2026
- Term
- Since June 2023
The 30-second brief
Charlotte Firefighters’ Retirement System continues its international equity investment relationship with Wellington Management, which began in June 2023. The initial $31 million investment grew to $51 million by July 2026.
Wellington Management holds this financial services contract with Charlotte Firefighters Retirement System. Its other public contracts on record include work for Massachusetts Port Authority (Massport) and Plymouth Public Library.
Term as filed: Since June 2023.
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Contract details
- Contract type
- Financial Services
- Amount
- $31M initial investment; $51M as of July 2026
- Document date
- August 20, 2026
- Term
- Since June 2023
- Vendor
- Wellington Management
- Source document
- Charlotte Firefighters’ Retirement System Minutes Investment Committee Meeting 2026-08-20 (Minutes)
Wellington Management's other public contracts
More Charlotte Firefighters Retirement System contracts
Questions about this contract
Who was awarded the financial services contract by Charlotte Firefighters Retirement System?
Wellington Management was awarded this financial services contract by Charlotte Firefighters Retirement System, as recorded on August 20, 2026. The contract value is $31M initial investment; $51M as of July 2026.
How much is the Wellington Management contract with Charlotte Firefighters Retirement System worth?
The Wellington Management contract with Charlotte Firefighters Retirement System is valued at $31M initial investment; $51M as of July 2026, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Charlotte Firefighters’ Retirement System Minutes Investment Committee Meeting 2026-08-20 (Minutes), dated August 20, 2026 from Charlotte Firefighters Retirement System. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Wellington Management hold?
Wellington Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Charlotte Firefighters Retirement System currently buying?
Explore Charlotte Firefighters Retirement System's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.