Welch & Forbes LLC

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Assets, Funds, Holdings

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CAFR Data
Welch & Forbes LLC
CRD #115119
SEC #801-60532
CIK #
AUM $4.6 BB (94% Disc, 98% US)
Employees55 (24% Investors, 0% Brokers)
Phone617-523-1635
Address45 School Street
Boston, MA 02108
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
V341,210.0107.5
JNJ369,000.097.3
MSFT865,660.093.8
AAPL843,560.089.8
SYK70,520.086.4
ORLY28,710.086.3
UTX108,590.079.0
HD206,070.077.8
PG249,110.076.9
DHR90,200.076.3
View All
Holdings by Sector ($)
3.73.02.21.50.70.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Welch & Forbes Private Equity III LLC - Series A [2017-05-09] 0.1 0.0
PE Welch & Forbes Private Equity III LLC - Series B [2017-05-09] 0.6 0.4
PE Welch & Forbes Private Equity III LLC - Series C [2017-05-09] 0.0 0.0
Other Welch & Forbes Private Equity III LLC - Series D [2017-05-09] 0.0 0.0
PE Welch & Forbes Private Equity III LLC - Series E [2017-05-09] 0.0 0.0
PE Welch & Forbes Private Equity III LLC - Series F [2017-05-09] 0.0 0.0
PE Welch & Forbes Private Equity III LLC - Series G [2017-05-09] 0.2 0.1
PE Welch & Forbes Private Equity II LLC - Series A [2017-05-09] 0.0 0.0
PE Welch & Forbes Private Equity II LLC - Series B [2017-05-09] 0.1 0.1
PE Welch & Forbes Private Equity II LLC - Series C [2017-05-09] 0.0 0.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Welch & Forbes LLC 14 1
Comparable Firms State AUM ($BB)
Mill Creek Capital Advisors LLC
PA 5.6
Northside Capital Management LLC
OR 4.1
Truvvo Partners LLC
NY 3.9
McKinley Capital Management LLC
AK 3.8
Canterbury Consulting Incorporated
CA 3.7
Weitz Investment Management Inc
NE 3.7
Medley Partners Management LLC
CA 3.5
Klingenstein Fields & Co LLC
NY 3.5
Pacific Portfolio Consulting LLC
WA 3.4
Camden Capital LLC
CA 3.2
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