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| Welcy Capital Advisors LLC
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|---|---|
| CRD # | 154782 |
| SEC # | 801-130588 |
| CIK # | |
| AUM | 225.7 M (2026-03-30) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-353-0036 |
| Address | 1101 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | LW Latin America Fixed Income Opportunities Fund | 2024-05-31 | 1.6 M | |
| PE | PG Growth Opportunities Master Fund I LLC | 2024-05-31 | 44.2 M | |
| Other | Prival Credit Opportunities Fund I LP | 2024-05-31 | 133.0 M | |
| HF | LW Natural Resources Market Neutral Fund BV | 2012-03-15 | 2.5 M | |
| HF | LW Latin America Short Duration Fund BV | 2012-03-09 | 16.6 M | |
| HF | LW Natural Resources Opportunities Fund Ltd | 2012-03-09 | 15.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.0 |
| (b) Individuals (high net worth individuals) | 1 | 3.2 |
| (c) Banking or thrift institutions | 1 | 18.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 187.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 5 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 225.7 |
| By Discretionary | ||
| Discretionary | 14 | 211.7 |
| Non-Discretionary | 7 | 14.0 |
| Total | 21 | 225.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 225.0 | |
| United States Persons | 0.7 | |
| Total | 21 | 225.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 2549001KO8G9ZSAVJY45 |
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