Welch Hornsby Inc

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CAFR Data
Welch Hornsby Inc
CRD #104664
SEC #801-31650
CIK #
AUM $1.8 BB (102% Disc, 100% US, 2020-03-25)
Employees27 (52% Investors, 0% Brokers)
Phone334-272-1192
AddressOne Commerce Street, Suite 800
Montgomery, AL 36104
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
19301544115877238601999200620132021
Type Private Fund Form D Sold ($MM) AUM ($MM)
VC Private Market Investment Fund II LLC [2015-05-04] 17.3 27.3
VC WH&W Private Market Investment Fund I LLC [2011-02-15] 22.3 20.4
HF WH&W Diversified Global Conduit Fund LLC Series A Taxable 11.3
HF WH&W Diversified Global Conduit Fund LLC Series B Non-Taxable 36.2
View All
Fund Directors # Filings # Firms 2011 - 2020
Beau Williams 2 1
James Underwood 2 1
John Hornsby 2 1
Edward Welch Jr 2 1
Welch Hornsby Inc 1 1
William Reiser Jr 1 1
Fidelis Capital LLC 1 1
Steven Dauphin 1 1
John Stein III 1 1
John Maloney 1 1
Comparable Firms State AUM ($BB)
MCF Advisors LLC
KY 1.9
Ativo Capital Management LLC
IL 1.9
Value Partners Limited
1.9
Cohen Klingenstein LLC
NY 1.9
Cushing Asset Management LP
TX 1.8
The Portfolio Strategy Group LLC
NY 1.8
Baron Capital Management Inc
NY 1.8
Fairholme Capital Management LLC
FL 1.8
Dalton Strategic Partnership LLP
1.8
Stenham Asset Management Inc
1.7
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