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 | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 2 | 6468283170 |
| NEW YORK | NY | 2 | 6468283170 |