Welch Capital Partners Llc
- Regulatory AUM
- $506M
- Discretionary
- $506M
- Clients
- 42
- Avg AUM / client
- $12.1M
- Accounts
- 45
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $21.3M | 4.2% |
| High net worth individuals | 25 | $223M | 44.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $250M | 49.4% |
| Charitable organizations | Fewer than 5 clients | $12.5M | 2.48% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $200M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Welch Entrepreneurial Fund, L.P. | Hedge Fund | Delaware | $200M | 49 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Welch, Leighton, Bridge | Chief Executive Officer And Senior Portfolio Manager | May 1996 (30y) | 50% – 75% | |
| Welch, Christopher, Warren | President, Chief Compliance Officer, And Senior Portfolio Manager | Dec 2000 (26y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $200M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Welch Entrepreneurial Fund, L.P. | Hedge Fund | $200M | $1.0M | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $256M (51% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗