WELTON INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2014
Total AUM
$330M
Discretionary
$330M
100% of AUM
Avg account
$47.1M
Accounts
7
Employees
18
Advisory reps
6

Firm details

Headquarters
CARMEL, California
CRD number
172452
Registered since
July 31, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • GUILLAUME 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 3
  • ANNETTE WELTON

    Board ChairCRD 1884590

  • DONALD PUTNAM

    Managing PartnerCRD 1065385

  • ARTHUR BELL

    Board MemberCRD 6041249

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth