WELTON INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- CARMEL, California
- CRD number
- 172452
- Registered since
- July 31, 2014
- Website
- www.welton.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles84.51%
- Investment Companies15.49%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Welton Investment Partners LLC is a privately held investment manager organized as a limited liability company and registered with the SEC in 2014. The firm operates as a hedge fund manager focused on institutional clients and uses a fee model that combines a percentage of assets under management with performance-based compensation. Welton is registered as a CPO/CTA and provides portfolio management services to both investment companies and pooled investment vehicles. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3GUILLAUME DETRAIT
President and Chief Risk OfficerCRD 6041245
PATRICK WELTON
Founder & Chief Investment OfficerCRD 1884594
Todd Merrell
Chief Financial Officer & Chief Compliance OfficerCRD 7091758
Contacts
3 of 3ANNETTE WELTON
Board ChairCRD 1884590
DONALD PUTNAM
Managing PartnerCRD 1065385
ARTHUR BELL
Board MemberCRD 6041249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARMEL, CA
MONTEREY
Location
CARMEL, CA
Headquartered in CARMEL, CA, in the West of the United States.
- Region
- West
- County
- MONTEREY
- Address
- Eastwood Carlos Between 5 Th
- Time zone
- PT (UTC-8)
- Office locations
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