Allocator Index · CRD 332803

THE WELLINGTON GRP LLC

Indianapolis, IN · 317-846-5055 · thewellingtongroupllc.com/

SEC IAPD record ↗

Fit score

68

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

77

Other individuals

1,439

HNW assets

$294.0M

Total AUM

$473.6M

Employees

10

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
COLD SUPPRESSOR LLCPrivate Equity Fund$0