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 hedge-fund–style investment manager organized as a limited liability company and SEC-registered since 2014. The firm concentrates on pooled vehicles and investment companies, operating in roles consistent with commodity pool operator/commodity trading adviser activity while providing portfolio management for collective investment vehicles. Its client base is institutional, and its fee model combines a percentage-of-assets management fee with performance-based compensation. The firm does not present itself as an active ESG investor and is not characterized as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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