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The Wellington Grp LLC

● SEC registered since 2024CRD 332803SEC# 801-131076Indianapolis, IN
Export (members)
Ranks #5,261 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$136.4M
Fund GAV
Private funds
1
Employees
10
Accounts
240
Location
Indianapolis, IN

The Wellington Grp LLC assets under management

The Wellington Grp LLC is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2024. It reports $136.4 million in regulatory assets under management and employs 10 people. The Wellington Grp LLC manages 1 private fund, including Cold Suppressor LLC. By regulatory assets, it ranks 5,261 of 5,911 private fund managers.

The Wellington Grp LLC private funds

1 funds · — GAV
FundTypeGross assetsMin.
Cold Suppressor LLCPrivate Equity$50K

The Wellington Grp LLC owners & executives

5 reported
NameTitleOwnershipSince
Anthony J Bonanno ControlManaging MemberOver 75%2024
Brian Joseph PetraitisCcoUnder 5%2025
Maxwell T Moritz ControlMember5-10%2024
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Frequently asked questions

How much does The Wellington Grp LLC manage?

The Wellington Grp LLC reports $136.4 million in regulatory assets under management on its Form ADV.

How many private funds does The Wellington Grp LLC manage?

The Wellington Grp LLC manages 1 private funds with combined gross assets of undisclosed value.

How many employees does The Wellington Grp LLC have?

The Wellington Grp LLC reports 10 employees.

Where is The Wellington Grp LLC located?

The Wellington Grp LLC is based in Indianapolis, IN and has been SEC-registered since 2024.

Does The Wellington Grp LLC disclose fund performance?

The Wellington Grp LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240
Phone317-846-5055
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.4M
Non-discretionary$0
Total (RAUM)$136.4M