Welch Capital Partners LLC

RIASEC RegisteredEst. 1996

Total AUM

$506M

Discretionary

$506M

100% of AUM

Avg account

$11.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Harrison, New York
CRD number: 106721
Registered since: July 1, 1996
Website: welchcapitalpartners.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.37%
HNWI43.96%
Individuals4.2%
Charitable Organizations2.48%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Welch Capital Partners LLC is a privately owned limited liability company that has been SEC-registered since 1996 and operates as a hedge fund/advisory firm. It serves both individual and family clients as well as institutional mandates. The firm charges asset-based fees alongside performance fees and provides portfolio management across a range of client types: individual/small business accounts, pooled investment vehicles, and institutional/business portfolios. Welch Capital Partners also conducts selection of other advisers and acts in sponsor/GP/manager roles for pooled vehicles it oversees. The firm is not identified as an active ESG investor, and its regulatory profile does not list multi-state advisory status or related-adviser relationships. Its business mix and fee structure are consistent with a manager that runs both advisory mandates and an in-house private fund.