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| Happy Holidays!! thanks for using AUM13F!! |
| Welch Capital Partners LLC
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| CRD # | 106721 |
| SEC # | 801-52308 |
| CIK # | 0001042063 |
| AUM | $480.9 M (2025-05-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-754-6077 |
| Address | 500 Mamaroneck Avenue Harrison, NY 10528 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Blackstone Group LP | 25.3 | ||
| Alphabet Inc | 19.7 | ||
| GSR II Meteora Acquisition Corp | 6.5 | ||
| Steris PLC | 6.5 | ||
| Paypal Holdings Inc | 4.6 | ||
| Innovage Holding Corp | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| Cigna Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | VC 101 East LLC | 2020-03-31 | 1.2 | |
| Other | VC 101 West LLC | 2020-03-31 | 3.0 | |
| Other | WCP Future Ventures LLC | 2020-03-31 | 3.0 | |
| Other | WCP PE I LLC | 2020-03-31 | 5.0 | |
| HF | Welch Entrepreneurial Fund LP | [2012-03-30] | 116.7 | 239.2 |
| HF | Welch Entrepreneurial Fund LP | [2012-03-30] | 55.4 | 65.0 |
| HF | Welch Entrepreneurial Fund Ltd | [2012-03-30] | 34.0 | 14.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 19.1 |
| (b) Individuals (high net worth individuals) | 25 | 211.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 239.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 480.9 |
| By Discretionary | ||
| Discretionary | 45 | 480.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 480.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 480.9 | |
| Total | 45 | 480.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Roderick Forrest | 34 | ||
| Nicholas Hoskins | 22 | ||
| Christopher Welch | 15 | ||
| Leighton Welch | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001042063] | |
| SC 13G | [0001042063] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Welch Capital Partners Llc/Ny | Bitcoin Depot Inc | [2025-08-14] |
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