# WELTON INVESTMENT PARTNERS LLC

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

## Registration

- CRD: 172452
- Type: SEC-registered investment adviser
- SEC file number: 801-80274
- Location: EASTWOOD BUILDING, SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CA, 93921-6147
- Phone: 831-626-5190
- Latest filing: 2026-03-30
- Regulatory AUM: $330.0M
- Discretionary AUM: $330.0M
- Clients: 18
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (16)

| 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 | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WELTON GLOBAL CAPITAL MARKETS FUND LTD CLASS G | Hedge Fund | Bermuda | 12 | $254.3M | $1.0M |
| WELTON ADVANTAGE MASTER FUND LTD | Hedge Fund | Bermuda | 7 | $24.6M | $250K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 2 | 6468283170 |
| NEW YORK | NY | 2 | 6468283170 |


## Fund service providers (1)

- administrator: CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172452/similar
- Related entities: https://search.stillhousedata.com/firm/172452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172452

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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.