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WELCH CAPITAL PARTNERS LLC
CRD 106721 · SEC 801-52308
500 MAMARONECK AVENUE, SUITE 320, HARRISON, NY, 10528, United States
Phone
212-754-6077
Fax
212-754-6495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.2M
Discretionary AUM
$506.2M
Team
4 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $21.3M |
| High net worth individuals | 25 | $222.5M |
| Pooled investment vehicles | 1 | $249.9M |
States served
NJ, NY, PA
All web addresses on file
Official SEC filing: View on IAPD