WELCH CAPITAL PARTNERS LLC

Overview

Welch Capital Partners LLC is a privately held investment adviser organized as a limited liability company and registered with the SEC since 1996. The firm is classified as a hedge fund and bills clients through a combination of percentage-of-AUM fees and performance-based fees. Its client base includes individuals and families as well as institutional investors. Core advisory activities listed by the firm include portfolio management for individuals/small businesses, pooled investment vehicles and institutions, plus selection of other advisers. The firm also serves as a sponsor, general partner and managing member of pooled investment vehicles. Welch does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not described as a pension consultant or related adviser in public filings. The firm is not characterized as a capital allocator, which suggests its primary role is manager and sponsor rather than third-party allocation, even though it uses external alternative managers in its strategies.

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