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| Happy Holidays!! thanks for using AUM13F!! |
| Welch & Forbes LLC
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| CRD # | 115119 |
| SEC # | 801-60532 |
| CIK # | 0000105495 |
| AUM | $9.2 B (2025-03-19) |
| Employees | 56 (20% Investors, 0% Brokers) |
| Phone | 617-523-1635 |
| Address | 45 School Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000105495 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| O Reilly Automotive Inc | 0.3 | ||
| VISA Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Stryker Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Home Depot Inc | 0.2 | ||
| Fiserv Inc | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| Ecolab Inc | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Ace Ltd | 0.1 | ||
| Roper Industries Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.1 | ||
| Gallagher Arthur J & Co | 0.1 | ||
| Ameriprise Financial Inc | 0.1 | ||
| Watsco Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Idexx Laboratories Inc /DE | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Welch & Forbes Private Equity III LLC - Series A | [2017-03-31] | 0.1 | 0.0 |
| PE | Welch & Forbes Private Equity III LLC - Series B | [2017-03-31] | 0.6 | 0.1 |
| PE | Welch & Forbes Private Equity III LLC - Series C | [2017-03-31] | 0.0 | 0.0 |
| Other | Welch & Forbes Private Equity III LLC - Series D | [2017-03-31] | 0.0 | 0.0 |
| PE | Welch & Forbes Private Equity III LLC - Series E | [2017-03-31] | 0.0 | 0.0 |
| PE | Welch & Forbes Private Equity III LLC - Series F | [2017-03-31] | 0.0 | 0.0 |
| PE | Welch & Forbes Private Equity III LLC - Series G | [2017-03-31] | 0.2 | 0.1 |
| PE | Welch & Forbes Private Equity II LLC - Series A | [2017-03-31] | 0.0 | 0.0 |
| PE | Welch & Forbes Private Equity II LLC - Series B | [2017-03-31] | 0.1 | 0.0 |
| PE | Welch & Forbes Private Equity II LLC - Series C | [2017-03-31] | 0.0 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 0.2 |
| (b) Individuals (high net worth individuals) | 463 | 7.5 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 27 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.3 |
| (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 | 25 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,620 | 9.2 |
| By Discretionary | ||
| Discretionary | 3,570 | 8.9 |
| Non-Discretionary | 50 | 0.2 |
| Total | 3,620 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.0 | |
| Total | 3,620 | 9.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Welch & Forbes LLC | 14 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000105495] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Caprock Group LLC
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|
ID | 10.1 |
|
Gryphon Advisors LLC
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IL | 9.3 |
|
CW Advisors LLC
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MA | 9.3 |
|
Hantz Financial Services Inc
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MI | 7.8 |
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Imperial Fund Asset Management LLC
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FL | 7.5 |
|
Canterbury Consulting Incorporated
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CA | 7.4 |
|
Vulcan Value Partners LLC
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|
AL | 6.9 |
|
Weitz Investment Management Inc
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NE | 6.8 |
|
Americana Partners LLC
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TX | 6.1 |
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FFT Wealth Management LLC
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|
PA | 6.1 |