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| Welch & Forbes LLC
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|---|---|
| CRD # | 115119 |
| SEC # | 801-60532 |
| CIK # | 0000105495 |
| AUM | 9,903.5 M (2026-05-19) |
| Employees | 55 (22% Investors, 0% Brokers) |
| Phone | 617-523-1635 |
| Address | 45 School Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| O Reilly Automotive Inc | 0.3 | ||
| Visa Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Stryker Corp | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Welch & Forbes Private Equity III LLC - Series A | [2017-03-31] | 0.1 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity III LLC - Series B | [2017-03-31] | 0.6 M | 0.1 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity III LLC - Series C | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Welch & Forbes Private Equity III LLC - Series D | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity III LLC - Series E | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity III LLC - Series F | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity III LLC - Series G | [2017-03-31] | 0.2 M | 0.1 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity II LLC - Series A | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity II LLC - Series B | [2017-03-31] | 0.1 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Welch & Forbes Private Equity II LLC - Series C | [2017-03-31] | 0.0 M | 0.0 M |
| Filed 2017-05-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 0.2 |
| (b) Individuals (high net worth individuals) | 478 | 8.0 |
| (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 | 2 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 26 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 1.5 |
| (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 | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,734 | 9.9 |
| By Discretionary | ||
| Discretionary | 3,690 | 9.7 |
| Non-Discretionary | 44 | 0.2 |
| Total | 3,734 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.7 | |
| Total | 3,734 | 9.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000105495] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.9B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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ID | 12.48 B |
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OR | 6,942.2 M |
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