Welton Investment Partners Llc
- Regulatory AUM
- $330M
- Discretionary
- $330M
- Clients
- 10
- Avg AUM / client
- $33.0M
- Accounts
- 7
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $51.1M | 15.5% |
| Pooled investment vehicles (non-investment companies) | 6 | $279M | 84.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $440M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Welton Global Capital Markets Fund Ltd Class G master | Hedge Fund | Bermuda | $318M | 26 |
| Welton Esg Advantage Master Fund Ltd master | Hedge Fund | Bermuda | $122M | 14 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Welton, Annette, Leah | Board Chair | Jan 1992 (35y) | Less than 5% | |
| Welton, Patrick, Lloyd | Chief Executive Officer | Jan 1992 (35y) | Less than 5% | |
| Putnam, Donald, Harding | Director | Jun 2005 (21y) | Less than 5% | |
| Bell, Arthur, Frederick | Director | Jul 2014 (12y) | Less than 5% | |
| Nowlin, David, Scott | Chief Compliance Officer | Jul 2014 (12y) | Less than 5% | |
| Merrell, Todd, Walker | Chief Financial Officer | Oct 2018 (8y) | Less than 5% | |
| Lindsey, Melvin, Duane | Managing Member | Jun 2019 (7y) | GP / trustee / elected manager of Nile Capital Group Holdings Llc (indirect) | |
| Detrait, Guillaume, Pierre | President | Feb 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Welton Investment Corporation | Managing Member | Jul 2014 | A | 50% – 75% |
| Chalice Welton Llc | Member | Jul 2014 | A | 10% – 25% |
| Nile Capital Group Holdings Llc | Member | Dec 2021 | A | 10% – 25% |
| The Welton Family Trust Dated January 28, 1992 | Sole Shareholder | May 1997 | B | ≈ 37.5% – 75% via Welton Investment Corporation |
| Lt 16 Exchange Trust | Limited Partner | Aug 2018 | B | 50% – 75% of The Chalice Fund L.P. (indirect) |
| The Chalice Fund L.P. | Managing Member | May 2014 | B | GP / trustee / elected manager of Chalice Welton Llc (indirect) |
| Grail Partners Llc | General Partner | Oct 2006 | B | GP / trustee / elected manager of The Chalice Fund L.P. (indirect) |
| Delaware Trust Company | Trustee | Aug 2018 | B | GP / trustee / elected manager of Lt 16 Exchange Trust (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Welton Family Trust Dated January 28, 1992: 75% – 100% of Welton Investment Corporation × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 (2, $440M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Welton Global Capital Markets Fund Ltd Class G | Hedge Fund | $318M | $1.0M | 26 |
| Welton Esg Advantage Master Fund Ltd | Hedge Fund | $122M | $250K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.62 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 investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $47.5M (12% of AUM) May 2019
- BNY Mellon $27.5M (7% of AUM) May 2019
- UBS $23.9M (6% of AUM) May 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗