Welton Investment Partners LLC
● SEC registered since 2014CRD 172452SEC# 801-80274Carmel, CA
Ranks #4,485 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$330M
Fund GAV
$254.3M
Private funds
1
Employees
18
Accounts
7
Location
Carmel, CA
Welton Investment Partners LLC assets under management
Welton Investment Partners LLC is an SEC-registered investment adviser based in Carmel, CA. The firm has been registered since 2014. It reports $330 million in regulatory assets under management and employs 18 people. Welton Investment Partners LLC manages 1 private fund with combined gross assets of $254.3 million, including Welton Global Capital Markets Fund Ltd Class G. By regulatory assets, it ranks 4,485 of 6,037 private fund managers.
Welton Investment Partners LLC private funds
1 funds · $254.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Welton Global Capital Markets Fund Ltd Class G | Hedge | $254.3M | $1M |
Welton Investment Partners LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 5th Avenue Discoveries LLC | Member | 10-25% | 2026 |
| Annette Leah Welton Control | Board Chair | Under 5% | 2014 |
| Arthur Frederick Bell Control | Director | Under 5% | 2014 |
| Chalice Welton LLC | Member | 10-25% | 2014 |
| Donald Harding Putnam Control | Director | Under 5% | 2014 |
| Guillaume Pierre Detrait Control | President | Under 5% | 2021 |
| Melvin Duane Lindsey Control | Director | Under 5% | 2026 |
| Nile Capital Group Fund II, LP | Member | 10-25% | 2025 |
| Patrick Lloyd Welton Control | Chief Executive Officer | Under 5% | 2014 |
| Todd Walker Merrell Control | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Welton Investment Partners LLC manage?
Welton Investment Partners LLC reports $330 million in regulatory assets under management on its Form ADV.
How many private funds does Welton Investment Partners LLC manage?
Welton Investment Partners LLC manages 1 private funds with combined gross assets of $254.3 million.
How many employees does Welton Investment Partners LLC have?
Welton Investment Partners LLC reports 18 employees.
Where is Welton Investment Partners LLC located?
Welton Investment Partners LLC is based in Carmel, CA and has been SEC-registered since 2014.
Does Welton Investment Partners LLC disclose fund performance?
Welton Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$330M▼ 25%
Jan '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,340 advisers
AUM vs fund managersTop 74%
Larger than 26% of 6,037 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 26%
More than 74% of 16,820 advisers
Assets under management
$330Mregulatory AUM
Discretionary $330M
Service providers
Auditor
Prime broker
Custodian
Administrator