WELCH HORNSBY, INC.

WELCH HORNSBY, INC. of MONTGOMERY, AL is an SEC-registered investment adviser (CRD 104664). Regulatory assets under management: $1.8B.

Registration

Officers, owners & control persons (6)

NameRoleLocation
Glenn R BakerCHIEF COMPLIANCE OFFICERColumbus, OH
HORNSBY JOHN STEVENCEO, VICE CHAIRMAN, DIRECTOR; CHAIRMAN, DIRECTOR
WELCH EDWARD VIRGIL JRCHAIRMAN/CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR; CHIEF EXECUTIVE OFFICER/PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER (+1 more)
CLARK JESSE HARVEYCFO, CHIEF COMPLIANCE OFFICER; CFO, COO, CCO; CFO, COO, CHIEF COMPLIANCE OFFICER
WELCH EDWARD VIRGILCHAIRMAN, DIRECTOR; PRESIDENT, DIRECTOR
UNDERWOOD JAMES WILKERSONCHIEF PORTFOLIO STRATEGIST

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
PRIVATE MARKET INVESTMENT FUND II, LLCVenture Capital Fund53$31.1M$250K
WH&W PRIVATE MARKET INVESTMENT FUND I, LLCVenture Capital Fund50$10.4M$250K

Fund service providers (1)

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