WELCH CAPITAL PARTNERS LLC of HARRISON, NY is an SEC-registered investment adviser (CRD 106721). Regulatory assets under management: $506.2M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Christopher Warren Welch | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SENIOR PORTFOLIO MANAGER | — |
| Leighton Bridge Welch | CHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER | — |
| WELCH ANTHONY WARREN | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND SENIOR PORTFOLIO MANAGER; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SENIOR PORTFOLIO MANAGER; PRINCIPAL (+2 more) | — |
| WELCH LEIGHTON BRIDGE | CHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER; PRESIDENT AND SENIOR PORTFOLIO MANAGER; PRINCIPAL | — |
| MEAD JEFFREY DOUGLAS | COO | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WELCH ENTREPRENEURIAL FUND, L.P. | Hedge Fund | Delaware | 48 | $249.9M | $1.0M |