The Wellington Grp LLC
● SEC registered since 2024CRD 332803SEC# 801-131076Indianapolis, IN
Ranks #3,973 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$473.6M
Fund GAV
—
Private funds
1
Employees
10
Accounts
1,516
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 $473.6 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 3,973 of 6,004 private fund managers.
The Wellington Grp LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cold Suppressor LLC | Private Equity | — | $50K |
The Wellington Grp LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony J Bonanno Control | Managing Member | Over 75% | 2024 |
| Brian Joseph Petraitis | Cco | Under 5% | 2025 |
| Maxwell T Moritz Control | Member | 5-10% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Wellington Grp LLC manage?
The Wellington Grp LLC reports $473.6 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
| Address | 9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240 |
| Phone | 317-846-5055 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$473.6M▲ 247%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
AUM vs fund managersTop 66%
Larger than 34% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$473.6Mregulatory AUM
Discretionary $473.6M
Service providers
Administrator