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| The Wellington GRP LLC
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|---|---|
| CRD # | 332803 |
| SEC # | 801-131076 |
| CIK # | 0002134013 |
| AUM | 473.6 M (2026-03-31) |
| Employees | 10 (90% Investors, 10% Brokers) |
| Phone | 317-846-5055 |
| Address | 9000 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 11.2 | ||
| Apple Inc | 5.5 | ||
| Nvidia Corp | 4.7 | ||
| Microsoft Corp | 4.5 | ||
| Alphabet Inc | 4.1 | ||
| Tesla Motors Inc | 3.5 | ||
| Amazon Com Inc | 3.3 | ||
| Merck & Co Inc | 3.2 | ||
| Broadcom Inc | 3.0 | ||
| Oracle Corp | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Cold Suppressor LLC | [2025-08-22] | 0.4 M | |
| Offered $2,000,000 · Filed 2025-08-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $1,575,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,439 | 179.7 |
| (b) Individuals (high net worth individuals) | 77 | 294.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,516 | 473.6 |
| By Discretionary | ||
| Discretionary | 1,516 | 473.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,516 | 473.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.6 | |
| Total | 1,516 | 473.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anthony Bonanno | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002134013] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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