{"url":"https://nivawealth.com/firms/welch-capital-partners-106721","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106721","regulatoryAum":506166407,"crd":"106721","history":[{"filedOn":"2021-04-27","regulatoryAum":368628638,"clients":35,"employees":3,"offices":1},{"filedOn":"2022-04-20","regulatoryAum":486755381,"clients":40,"employees":3,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":339304328,"clients":40,"employees":3,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":398604588,"clients":40,"employees":3,"offices":1},{"filedOn":"2025-05-01","regulatoryAum":480903076,"clients":42,"employees":4,"offices":1},{"filedOn":"2026-04-30","regulatoryAum":506166407,"clients":42,"employees":4,"offices":1}],"secFileNumber":"801-52308","legalName":"Welch Capital Partners LLC","displayName":"Welch Capital Partners","slug":"welch-capital-partners-106721","website":"https://welchcapital.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"500 Mamaroneck Avenue, Suite 320","city":"Harrison","state":"NY","stateName":"New York","country":"United States","postalCode":"10528"},"tradeNames":["Welch Fund Management LLC"],"registration":{"secApproved":"1 July 1996","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5945237.195121951,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":506166407,"discretionary":506166407,"discretionaryAccounts":45,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":9},"clientTypes":[{"label":"Individuals (other than HNW)","clients":16,"regulatoryAum":21251240},{"label":"High-net-worth individuals","clients":25,"regulatoryAum":222503485},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":249874716},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":12536966}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":256291691}],"custodyNote":"Welch Capital Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Leighton Welch","title":"Chief Executive Officer and Senior Portfolio Manager","crd":"1189810"},{"name":"Christopher Welch","title":"President, Chief Compliance Officer, and Senior Portfolio Manager","crd":"1839418"}],"ownership":[{"label":"Christopher Welch","detail":"President, chief compliance officer, and senior portfolio manager in the 25% to 50% ownership band and a control person, since December 2000."},{"label":"Leighton Welch","detail":"Chief executive officer and senior portfolio manager in the 50% to 75% ownership band and a control person, since May 1996."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"500 Mamaroneck Avenue, Suite 320","city":"Harrison","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-754-6077","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":1},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106721/PDF/106721.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Welch Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Welch Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Welch Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Welch Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Welch Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Welch Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Welch Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Welch Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}