WELTON INVESTMENT PARTNERS LLC of CARMEL, CA is an SEC-registered investment adviser (CRD 172452). Regulatory assets under management: $330.0M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| DONALD HARDING PUTNAM | DIRECTOR; MANAGING PARTNER | SAN FRANCISCO, CA |
| Melvin Duane Lindsey | MANAGING MEMBER | — |
| Patrick Lloyd Welton | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Guillaume Pierre Detrait | PRESIDENT | — |
| Annette Leah Welton | BOARD CHAIR; TRUSTEE | — |
| Arthur Frederick Bell | DIRECTOR | — |
| Todd Walker Merrell | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BELL JAMES FREDERICK | DIRECTOR | — |
| WILLIAMS BASIL CONSTANTINE | PRESIDENT | — |
| PUTNAM DONALD HARDING | DIRECTOR; MANAGING PARTNER | — |
| DETRAIT GUILLAUME PIERRE | CHIEF OPERATING OFFICER; PRESIDENT | — |
| NOWLIN DAVID SCOTT | CHIEF COMPLIANCE OFFICER | — |
| WELTON PATRICK LLOYD | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| WELTON ANNETTE LEAH | BOARD CHAIR; TRUSTEE | — |
| LINDSEY MELVIN DUANE | MANAGING MEMBER | — |
| Merrell Todd Walker | CHIEF FINANCIAL OFFICER | — |