|
⚲
|
| Welton Investment Partners LLC
✚
| |
|---|---|
| CRD # | 172452 |
| SEC # | 801-80274 |
| CIK # | |
| AUM | $440.2 MM (2024-03-29) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 831-626-5190 |
| Address | Eastwood Building Carmel, CA 93921-6147 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Welton ESG Advantage Master Fund Ltd | [2021-03-31] | 41.0 | 122.2 |
| HF | Welton Paragon Master Fund Ltd | [2018-03-29] | 24.4 | 21.4 |
| HF | Welton Global Quantitative Equity Master Fund Ltd | [2015-07-01] | 26.9 | 17.5 |
| HF | Welton Global Capital Markets Fund Ltd Class G | [2012-03-16] | 41.7 | 318.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 440.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 440.2 |
| By Discretionary | ||
| Discretionary | 6 | 440.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 440.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 440.2 | |
| United States Persons | 0.0 | |
| Total | 6 | 440.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| James Keyes | 152 | ||
| Paul Stevenson | 107 | ||
| Sarah Demerling | 15 | ||
| Basil Williams | 18 | ||
| Guillaume Detrait | 7 | ||
| Welton Investment Partners LLC | 7 | ||
| David Nowlin | 7 | ||
| Patrick Welton | 6 | ||
| Todd Merrell | 3 |
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