| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Welch & Forbes Private Equity III, LLC - Series C | Private Equity | $4K | $10K |
| Welch & Forbes Private Equity II, LLC - Series C | Private Equity | $2K | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne G. Silbermann Control | Executive Vice President | Under 5% | 2005 |
| Amg Wf Holdings LLC Control | Manager Member | Over 75% | 2010 |
| Benjamin Jackson Williams Control | Executive Vice President | Under 5% | 2005 |
Welch & Forbes LLC reports $9.2 billion in regulatory assets under management on its Form ADV.
Welch & Forbes LLC manages 2 private funds with combined gross assets of $6,880.
Welch & Forbes LLC reports 56 employees.
Welch & Forbes LLC is based in Boston, MA and has been SEC-registered since 2001.
Welch & Forbes LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 45 School Street, Boston, MA 02108 |
| Phone | 617-523-1635 |
| Fax | 617-742-6243 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.92B |
| Non-discretionary | $243.7M |
| Total (RAUM) | $9.16B |