WELCY CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2024

Total AUM

$226M

Discretionary

$212M

94% of AUM

Avg account

$10.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 154782
Registered since: June 28, 2024
Website: www.welcycap.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles83.06%
Banking / Thrift Institutions8.11%
Corporations / Businesses6.09%
HNWI1.43%
Individuals1.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Welcy Capital Advisors LLC is an SEC-registered investment adviser organized as an LLC that presents itself as a private equity fund manager while serving both individual/family and institutional clients. The firm registered with the SEC in 2024 and is owned by a combination of a domestic entity and an individual. Its advisory mandate spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for corporate or institutional clients. Fee arrangements include a percentage-of-AUM component as well as performance-based and other fee structures. Welcy does not identify as an active ESG investor and is not listed as a multi-state adviser or a related adviser. It is affiliated with a variety of industry entities, including broker-dealers, other investment advisers, banking or thrift institutions, trust companies, insurance companies, and acts as sponsor/GP/managing member of pooled investment vehicles.