Welton Investment Partners LLC

RIASEC RegisteredEst. 2014
Total AUM
$330M
Discretionary
$330M
100% of AUM
Avg account
$47.1M
Accounts
7
Employees
18
Advisory reps
6

Firm details

Headquarters
Carmel, California
CRD number
172452
Registered since
July 31, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.51%
  • Investment Companies15.49%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Welton Investment Partners LLC is a hedge-fund–style investment manager organized as a limited liability company and SEC-registered since 2014. The firm concentrates on pooled vehicles and investment companies, operating in roles consistent with commodity pool operator/commodity trading adviser activity while providing portfolio management for collective investment vehicles. Its client base is institutional, and its fee model combines a percentage-of-assets management fee with performance-based compensation. The firm does not present itself as an active ESG investor and is not characterized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Guillaume Detrait

    Guillaume Detrait

    President and Chief Risk OfficerCRD 6041245

  • Patrick Welton

    Patrick Welton

    Founder & Chief Investment OfficerCRD 1884594

  • Todd Merrell

    Todd Merrell

    Chief Financial Officer & Chief Compliance OfficerCRD 7091758

Contacts

3 of 3
  • Donald Putnam

    Donald Putnam

    Managing PartnerCRD 1065385

  • Annette Welton

    Annette Welton

    Board ChairCRD 1884590

  • Arthur Bell

    Arthur Bell

    Board MemberCRD 6041249

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carmel, CA

Monterey

Location

Carmel, CA

Headquartered in Carmel, CA, in the West of the United States.

Region
West
County
Monterey
Address
Eastwood Carlos Between 5 Th
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth