Welton Investment Partners provides portfolio management for investment companies and portfolio management for pooled vehicles. The firm advises 1 private fund.
Welton Investment Partners reports 10 clients. They include 6 pooled investment vehicles and 4 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($330M across 7 accounts) are managed with discretion. Of its clients, 40% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 40% | 15% |
| Pooled investment vehicles | 60% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 4 | $51.1M | 15.5% | $12.8M |
| Pooled investment vehicles | 6 | $279M | 84.5% | $46.5M |
| Total | 10 | $330M | 100% | $33M |
- Clients
- 4
- Regulatory AUM
- $51.1M
- AUM share
- 15.5%
- Avg. per client
- $12.8M
- Clients
- 6
- Regulatory AUM
- $279M
- AUM share
- 84.5%
- Avg. per client
- $46.5M
Total
- Clients
- 10
- Regulatory AUM
- $330M
- AUM share
- 100%
- Avg. per client
- $33M
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 1
Welton Investment 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.
Welton Investment Corporation owns 50% to 75% of Welton Investment Partners and is in turn owned by The Welton Family Trust Dated January 28, 1992 (75% or more). Patrick Welton is CEO; the leadership team includes President Guillaume Detrait and Chief Financial Officer Todd Merrell. It has 18 employees, 8 of them in advisory roles.
Leadership
- Patrick WeltonChief Executive Officer
- Guillaume DetraitPresident
- Todd MerrellChief Financial Officer and Chief Compliance Officer
- Arthur BellDirector
- Melvin LindseyDirector
- Donald PutnamDirector
- Annette WeltonBoard Chair
Staff
- 18 employees
- 8 in advisory functions
- Owns 50% to 75% of Welton Investment Partners LLC
Welton Investment Corporation
Control person · since July 2014
- Owns 75% or more of Welton Investment Corporation
The Welton Family Trust Dated January 28, 1992
Control person · since May 1997
Patrick Welton
Trustee · Control person · since January 1992
Annette Welton
Trustee · Control person · since January 1992
- Owns 10% to 25% of Welton Investment Partners LLC
Chalice Welton LLC
since July 2014
The Chalice Fund L.P.
Managing member · Control person · since May 2014
Grail Partners LLC
General partner · Control person · since October 2006
Donald Putnam
Managing partner · Control person · since June 2005
- Owns 10% to 25% of Welton Investment Partners LLC
Nile Capital Group Fund II, LP
since January 2025
- Owns 25% to 50% of Nile Capital Group Fund II, LP
Nile Capital Group Holdings LLC
since January 2025
Melvin Lindsey
Managing member · Control person · since June 2019
- Owns 10% to 25% of Welton Investment Partners LLC
5th Avenue Discoveries LLC
since July 2026
Steven Rosenfeld
Managing member · Control person · since July 2026
Welton Investment Partners’ regulatory assets went from $328M (March 2021) to $330M (August 2026); clients rose from 8 to 10 and employees fell from 20 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $330M | 10 | 18 | 2 |
| March 2025 | $388M | 10 | 19 | 2 |
| March 2024 | $440M | 8 | 22 | 2 |
| March 2023 | $443M | 8 | 20 | 2 |
| March 2022 | $452M | 8 | 20 | 2 |
| March 2021 | $328M | 8 | 20 | 2 |
Besides its headquarters, Welton Investment Partners has 1 office, with 2 listed addresses in California and New York.
California · 1 listed address
- Eastwood Building, San Carlos Between 5th and 6th, CarmelHQ
New York · 1 listed address
- 1350 Avenue of the Americas, New York
Contact and registration details
- Legal name
- Welton Investment Partners LLC
- Headquarters
- Eastwood Building, San Carlos Between 5th and 6th, Carmel, CA 93921-6147
- Website
- welton.com
- Phone
- 831-626-5190
- @welton
- SEC file
- 801-80274
- Structure
- Delaware LLC
- Fiscal year end
- December
Welton Investment Partners has custody of $279M in client assets for 6 clients.
How many clients does Welton Investment Partners have?
Welton Investment Partners has 10 clients and manages $330 million for them, as of August 2026. They include 6 pooled investment vehicles and 4 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Welton Investment Partners offer?
Welton Investment Partners provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Welton Investment Partners have?
Welton Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 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
Who owns Welton Investment Partners?
Welton Investment Partners’ direct owners are Welton Investment Corporation (50% to 75%), Chalice Welton LLC (10% to 25%), Nile Capital Group Fund II, LP (10% to 25%) and 5th Avenue Discoveries LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Welton Investment Partners get paid?
Welton Investment 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
Is Welton Investment Partners registered with the SEC?
Yes, Welton Investment Partners has been registered with the SEC as an investment adviser since 31 July 2014. Its CRD number is 172452 and its SEC file number is 801-80274.
Source: Form ADV Part 1A, Item 1, filed 28 August 2026; IAPD firm record
How do I contact Welton Investment Partners?
Welton Investment Partners’ main office is at Eastwood Building, San Carlos Between 5th and 6th, Carmel, CA 93921-6147. Its phone number is 831-626-5190. Its website is welton.com.