Welch & Forbes LLC

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Assets, Funds, Holdings

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Welch & Forbes LLC
CRD #115119
SEC #801-60532
CIK #
AUM $4.6 BB (94% Disc, 98% US)
Employees55 (24% Investors, 0% Brokers)
Phone617-523-1635
Address45 School Street
Boston, MA 02108
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 100.4
JNJ 369,000.0 97.5
UTX 108,590.0 97.2
V 341,210.0 95.1
HD 206,070.0 88.2
SYK 70,520.0 86.6
PG 249,110.0 84.2
MSFT 865,660.0 79.4
PEP 163,770.0 73.4
ANSS 14,970.0 72.0
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Welch & Forbes Private Equity III LLC - Series A 2017-05-09external
0.1
0.0
PE Welch & Forbes Private Equity III LLC - Series B 2017-05-09external
0.6
0.4
PE Welch & Forbes Private Equity III LLC - Series C 2017-05-09external
0.0
0.0
Other Welch & Forbes Private Equity III LLC - Series D 2017-05-09external
0.0
0.0
PE Welch & Forbes Private Equity III LLC - Series E 2017-05-09external
0.0
0.0
PE Welch & Forbes Private Equity III LLC - Series F 2017-05-09external
0.0
0.0
PE Welch & Forbes Private Equity III LLC - Series G 2017-05-09external
0.2
0.1
PE Welch & Forbes Private Equity II LLC - Series A 2017-05-09external
0.0
0.0
PE Welch & Forbes Private Equity II LLC - Series B 2017-05-09external
0.1
0.1
PE Welch & Forbes Private Equity II LLC - Series C 2017-05-09external
0.0
0.0
View All
Fund Directors # Filings # Firms 2011-2019
Welch & Forbes LLC 14 1
Comparable Firms State AUM ($BB)
Mill Creek Capital Advisors LLC
PA
5.6
Weitz Investment Management Inc
NE
4.2
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
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