WELTON INVESTMENT CORPORATION

WELTON INVESTMENT CORPORATION of CARMEL, CA is an SEC-registered investment adviser (CRD 162707). Regulatory assets under management: $123.0M.

Registration

CRD: 162707
SEC file number: 801-74664
Type: Registered investment adviser
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	DIRECTOR	—
DETRAIT GUILLAUME PIERRE	CHIEF OPERATING OFFICER	—
NOWLIN DAVID SCOTT	CHIEF COMPLIANCE OFFICER	—
WELTON PATRICK LLOYD	CHIEF EXECUTIVE OFFICER; TRUSTEE	—
WELTON ANNETTE LEAH	BOARD CHAIR; TRUSTEE	—
WELTON PATRICK	CHIEF EXECUTIVE OFFICER; TRUSTEE	—
WELTON ANNETTE	BOARD CHAIR; TRUSTEE	—

Private funds (1)

Fund	Type	Formed	Owners	Gross asset value	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.

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