Investment adviser · CRD 332803

THE WELLINGTON GRP LLC

Investment adviser filing (IA)

INDIANAPOLIS, IN, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$474M
Form ADV · Item 5.F
Client accounts
1,516
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals77$293,972,55762.1%
Individuals1,439$179,673,42837.9%
Filing source

Form ADV 2086228 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COLD SUPPRESSOR LLCPrivate Equity Fund · Last reported Mar 31, 2026$0Gross asset value

Form D fundraising filings

Cold Suppressor LLC

Fund administrator ASCENT GROUP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5669406443
Reported beneficial owners
4
Minimum commitment
$50K
Form D file number
021-555179

Form ADV 2086228 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

9000 KEYSTONE CROSSING, SUITE 400
INDIANAPOLIS, IN, 46240, United States

CRD 332803

Filing source

Form ADV 2086228 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.