Welara Asset Management Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 334534
· SEC file 801-133829
· New York, NY
· pitchbook.com
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ADV data as of Aug 28, 2026
- Regulatory AUM
- $83.7M
- Discretionary
- $58.0M
- Clients
- 8
- Avg AUM / client
- $10.5M
- Accounts
- 12
- Employees
- 13
AUM over time
$34.1M
$83.7M
Jun 5, 2025
Aug 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $40.3M | 48.1% |
| Pooled investment vehicles (non-investment companies) | 8 | $43.5M | 51.9% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 KB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 28, 2026.
View current Form ADV (SEC/IAPD) ↗