| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Welton Global Capital Markets Fund Ltd Class G | Hedge | $296.8M | $1M |
| Welton Advantage Master Fund Ltd | Hedge | $53.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Leah Welton Control | Board Chair | Under 5% | 2014 |
| Arthur Frederick Bell Control | Director | Under 5% | 2014 |
| Chalice Welton LLC | Member | 10-25% | 2014 |
Welton Investment Partners LLC reports $387.9 million in regulatory assets under management on its Form ADV.
Welton Investment Partners LLC manages 2 private funds with combined gross assets of $350.7 million.
Welton Investment Partners LLC reports 19 employees.
Welton Investment Partners LLC is based in Carmel, CA and has been SEC-registered since 2014.
Welton Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Eastwood Building, San Carlos Between 5th and 6th, Carmel, CA 93921-6147 |
| Phone | 831-626-5190 |
| Fax | 831-626-5199 |
| Office hours | 8:00 a.m. To 5:00 p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $387.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $387.9M |