# WELTON INVESTMENT CORPORATION

WELTON INVESTMENT CORPORATION of CARMEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 162707
- Type: SEC-registered investment adviser
- SEC file number: 801-74664
- Location: EASTWOOD BUILDING, SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CA, 93921-6147
- Phone: 831-626-5190
- Latest filing: 2014-07-29
- Regulatory AUM: $123.0M
- Discretionary AUM: $123.0M
- Clients: 15
- Accounts: 3

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [BELL JAMES FREDERICK](https://search.stillhousedata.com/person/748619) | DIRECTOR | — |
| [DETRAIT GUILLAUME PIERRE](https://search.stillhousedata.com/person/824920) | CHIEF OPERATING OFFICER | — |
| [NOWLIN DAVID SCOTT](https://search.stillhousedata.com/person/824921) | CHIEF COMPLIANCE OFFICER | — |
| [WELTON PATRICK LLOYD](https://search.stillhousedata.com/person/824922) | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [WELTON ANNETTE LEAH](https://search.stillhousedata.com/person/824923) | BOARD CHAIR; TRUSTEE | — |
| [WELTON PATRICK](https://search.stillhousedata.com/person/831214) | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| [WELTON ANNETTE](https://search.stillhousedata.com/person/831215) | BOARD CHAIR; TRUSTEE | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WELTON GLOBAL CAPITAL MARKETS FUND LTD CLASS G | Hedge Fund | — | 14 | $123.0M | $1.0M |


## Fund service providers (1)

- administrator: JPMORGAN CHASE BANK, N.A.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162707/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162707/similar
- Related entities: https://search.stillhousedata.com/firm/162707/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162707

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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.