WELTON INVESTMENT PARTNERS LLC

WELTON INVESTMENT PARTNERS LLC is an SEC-registered investment adviser in CARMEL, CA, registered since 2014. The firm manages approximately $330 million in...

Overview

WELTON INVESTMENT PARTNERS LLC is an SEC-registered investment adviser in CARMEL, CA, registered since 2014. The firm manages approximately $330 million in regulatory assets. It employs 18 staff and 8 investment advisers. WELTON INVESTMENT PARTNERS LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-08-28, it reported 18 employees; 7 advisory accounts; services including Portfolio management for investment companies, Portfolio management for pooled investment vehicles; client categories including Investment companies, Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

Who runs investment decisions at Welton Investment Partners?

No named principals or investment professionals are publicly associated with Welton Investment Partners LLC. The firm does not maintain a website or LinkedIn presence that identifies leadership. Investment decision-making is not documented in any public source.

Where is Welton Investment Partners based?

Welton Investment Partners LLC does not list a headquarters city or address in public filings or databases. Its geographic footprint is unconfirmed.

Does Welton Investment Partners make direct investments or fund commitments?

Public records do not show Welton Investment Partners as an investor in any known fund, direct deal, or venture round. The firm's investment approach remains opaque.

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