Form D · Other Investment Fund
Wellington Compound Growth, L.P.
Boston, MA · CIK 0001700365
Offering snapshot reported Feb 13, 2026 · SEC filing
- Reported sold
- $266M Indefinite offering
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 1, 2017 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$265,541,460 → $266,159,760
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 13, 2026 | Amendment | $266,159,760 | $618,300vs Feb 14, 2025 | 30 | SEC filing |
| Feb 14, 2025 | Amendment | $265,541,460 | $5,000,000vs Feb 16, 2024 | 30 | SEC filing |
| Feb 16, 2024 | Amendment | $260,541,460 | $34,252,700vs Feb 17, 2023 | 29 | SEC filing |
| Feb 17, 2023 | Amendment | $226,288,760 | $14,631,286vs Feb 18, 2022 | 28 | SEC filing |
| Feb 18, 2022 | Amendment | $211,657,474 | $9,257,442vs Feb 19, 2021 | 28 | SEC filing |
| Feb 19, 2021 | Amendment | $202,400,032 | $23,947,228vs Feb 20, 2020 | 28 | SEC filing |
| Feb 20, 2020 | Amendment | $178,452,804 | $21,477,126vs Jun 13, 2019 | 26 | SEC filing |
| Jun 13, 2019 | Amendment | $156,975,678 | $38,094,495vs Jun 13, 2018 | 24 | SEC filing |
| Jun 13, 2018 | Amendment | $118,881,183 | $75,971,293vs Jun 13, 2017 | 21 | SEC filing |
| Jun 13, 2017 | Amendment | $42,909,890 | $27,211,025vs Mar 9, 2017 | 17 | SEC filing |
| Mar 9, 2017 | Initial | $15,698,865 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-282140
If applicable, employees of the recipient listed in item 12. are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Wellington Funds Distributors Inc. | 000152768 |
Source: Form D, filed Feb 13, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
WELLINGTON COMPOUND GROWTH, L.P.
Investment adviser: WELLINGTON FUNDS (US) LLC
- Gross asset value
- $415M
- Beneficial owners
- 18
- ADV minimum commitment
- $500K
Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
WELLINGTON FUNDS DISTRIBUTORS INC.
CRD 152768 · SEC 8-68476
Filing source
Form ADV 2104221 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-5522646274
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Wellington Funds (Us) Llc | Executive |
| Wellington Management Company Llp | Executive |
| Wellington Management Funds Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02210