The company is currently managing a $900 million investment program with offices in Menlo Park, Santa Monica, and Toronto, and its LPs include several of Canada's largest institutional investors, crown corporations, financial institutions, and pension funds. Wellington Financial primarily provides loans to companies in sectors such as automation, biotechnology, healthcare, business, oil and gas services, and technology. The company was managed by a partnership controlled by fund management Clairvest Group, who jointly have contributed a large financial stake to the Fund. As of January 2018, CIBC has acquired Wellington Financial which has become a part of CIBC Innovation Banking. The company is no longer tracked by PitchBook. Wellington Financial is a privately held $300 million Growth Debt fund that has provided patient and flexible capital to growing companies across the U.S. and Canada since 2000.