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Welch Capital Partners LLC
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Welch Capital Partners LLC Share
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Overview Share
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New York, New York
$389.9 million AUM
1 office

Welch Capital Partners LLC is based in New York, New York and has $389.9 million in assets under management.

Location
601 Lexington Avenue
55th Floor
New York, NY 10022
$389.9 million
AUM
3
Employees
AUM Share
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$389,900,747
Assets under management
47 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 20 $27,980,086 7% $1,399,004
High net worth individuals 19 $149,840,069 38% $7,886,319
Pooled investment vehicles 5 $202,785,087 52% $40,557,017
Charitable organizations Fewer than 5 clients $9,295,505
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$389,900,747
Assets under management
$129,966,916
AUM per employee
$129,966,916
AUM per investment analyst
About Share
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Compensation

Welch Capital Partners LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Welch Capital Partners LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 106,721
SEC number 801-52308
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 31, 2020

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