# WELCH & FORBES LLC

WELCH & FORBES LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 115119
- Type: SEC-registered investment adviser
- SEC file number: 801-60532
- Location: 45 SCHOOL STREET, BOSTON, MA, 02108
- Phone: 617-523-1635
- Latest filing: 2026-05-19
- Regulatory AUM: $9.9B
- Discretionary AUM: $9.7B
- Non-discretionary AUM: $242.9M
- Clients: 55
- Accounts: 3,734

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Walter Henry | EXECUTIVE VICE PRESIDENT & TREASURER; PARTNER; SENIOR VICE PRESIDENT & TREASURER | Vancouver, A1 |
| Todd R Jundi | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Kurt Henry Walter | EXECUTIVE VICE PRESIDENT & TREASURER | — |
| Adrienne G Silbermann | EXECUTIVE VICE PRESIDENT | — |
| Benjamin Jackson Williams | EXECUTIVE VICE PRESIDENT | — |
| Theodore Edward Ober | EXECUTIVE VICE PRESIDENT | — |
| BROWN BRIAN S | PARTNER | — |
| YOUNG RICHARD FRANCIS | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| DABNEY THOMAS NICOLSON | EXECUTIVE VICE PRESIDENT & CLERK; PARTNER | — |
| OLNEY RICHARD | EXECUTIVE VICE PRESIDENT; PARTNER | — |
| HODGES ARTHUR CARLISLE | EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER; PARTNER | — |
| BRENNAN MARY LYNN | EXECUTIVE VICE PRESIDENT; PARTNER | — |
| EMMONS JOHN HUGHES | EXECUTIVE VICE PRESIDENT; PARTNER; PRESIDENT | — |
| HAYDOCK CHARLES THORNDIKE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER; PARTNER | — |
| SPALDING OLIVER AMES | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT AND COMPLIANCE OFFICER; PARTNER (+3 more) | — |
| RUSSELL JAMES EDWARD | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; PARTNER (+2 more) | — |
| SILBERMANN ADRIENNE G | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER; SENIOR VICE PRESIDENT & COMPLIANCE OFFICER | — |
| WILLIAMS BENJAMIN JACKSON | EXECUTIVE VICE PRESIDENT; PARTNER; SENIOR VICE PRESIDENT | — |
| BROWN PETER P | PARTNER; SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER | — |
| MURPHY BRIAN B | PARTNER | — |
| YOUNG GARY RICHARD | PARTNER; PRESIDENT | — |
| SAFE KENNETH SHAW | PARTNER | — |
| EFTHIM VASIL WILLIAM | PARTNER | — |
| COHEN ADRIENNE G | PARTNER | — |
| CRAVEN JOHN DOMENIC | PARTNER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C | Private Equity Fund | Delaware | 10 | $4K | $10K |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES C | Private Equity Fund | Delaware | 8 | $2K | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115119/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115119/similar
- Related entities: https://search.stillhousedata.com/firm/115119/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115119

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.