Welch Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 1 private fund.
Welch Capital Partners reports 42 clients. They include 25 high-net-worth individuals, 16 individual clients and 1 pooled investment vehicle. Of its assets, 100.0% ($506M across 45 accounts) are managed with discretion. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 4% |
| High-net-worth individuals | 60% | 44% |
| Pooled investment vehicles | 2% | 49% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $21.3M | 4.2% | $1.33M |
| High-net-worth individuals | 25 | $223M | 44.0% | $8.9M |
| Pooled investment vehicles | 1 | $250M | 49.4% | $250M |
| Charitable organizations | Fewer than 5 | $12.5M | 2.5% | — |
| Total | 42 | $506M | 100% | — |
- Clients
- 16
- Regulatory AUM
- $21.3M
- AUM share
- 4.2%
- Avg. per client
- $1.33M
- Clients
- 25
- Regulatory AUM
- $223M
- AUM share
- 44.0%
- Avg. per client
- $8.9M
- Clients
- 1
- Regulatory AUM
- $250M
- AUM share
- 49.4%
- Avg. per client
- $250M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.5M
- AUM share
- 2.5%
- Avg. per client
- —
Total
- Clients
- 42
- Regulatory AUM
- $506M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 1
Welch Capital Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Leighton Welch owns 50% to 75% of Welch Capital Partners. Leighton Welch is CEO; the leadership team includes President Christopher Welch. It has 4 employees.
Leadership
- Leighton WelchChief Executive Officer and Senior Portfolio Manager
- Christopher WelchPresident, Chief Compliance Officer, and Senior Portfolio Manager
Staff
- 4 employees
- 4 in advisory functions
- Owns 50% to 75% of Welch Capital Partners LLC
Leighton Welch
Control person · since May 1996
- Owns 25% to 50% of Welch Capital Partners LLC
Christopher Welch
Control person · since December 2000
Welch Capital Partners’ regulatory assets grew from $369M (April 2021) to $506M (April 2026); clients rose from 35 to 42 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $506M | 42 | 4 | 1 |
| May 2025 | $481M | 42 | 4 | 1 |
| March 2024 | $399M | 40 | 3 | 1 |
| March 2023 | $339M | 40 | 3 | 1 |
| April 2022 | $487M | 40 | 3 | 1 |
| April 2021 | $369M | 35 | 3 | 1 |
Besides its headquarters, Welch Capital Partners has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 500 Mamaroneck Avenue, Suite 320, HarrisonHQ
Other business names
Welch Capital Partners has reported 1 other business name to the SEC.
- Welch Fund Management LLC
Contact and registration details
- Legal name
- Welch Capital Partners LLC
- Headquarters
- 500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528
- Website
- welchcapital.com
- Phone
- 212-754-6077
- SEC file
- 801-52308
- Structure
- New York LLC
- Fiscal year end
- December
Welch Capital Partners uses The Bank of New York Mellon ($256M) as custodian for its separately managed accounts. Welch Capital Partners has custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $256M100%
At year end, Welch Capital Partners’ separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Welch Capital Partners have?
Welch Capital Partners has 42 clients and manages $506 million for them, as of April 2026. They include 25 high-net-worth individuals, 16 individual clients and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Welch Capital Partners offer?
Welch Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Welch Capital Partners use?
Welch Capital Partners’ separately managed account assets are held at The Bank of New York Mellon Corporation (New York, NY), with $256M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Welch Capital Partners have?
Welch Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Welch Capital Partners invest in?
At the end of its last fiscal year, Welch Capital Partners’ separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Welch Capital Partners?
Welch Capital Partners’ direct owners are Christopher Welch (25% to 50%) and Leighton Welch (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Welch Capital Partners get paid?
Welch Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Welch Capital Partners?
Welch Capital Partners’ main office is at 500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528. Its phone number is 212-754-6077. Its website is welchcapital.com.