Key facts
- WELCH & FORBES LLC is a private equity firm based in BOSTON, MA.
- WELCH & FORBES LLC has 14 funds on record, raising $1.5M across the 14 that report a size.
- WELCH & FORBES LLC reports $218.7M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 115119- Regulatory AUM
- $218.7M
- Private fund assets
- $7K
- Private funds
- 2 · 2 private equity
- Staff
- 55
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WELCH & FORBES LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
6 of 14 recorded- Welch & Forbes Private Equity II, LLC- Series B2017$99K
- Welch & Forbes Private Equity II, LLC- Series D2017$27K
- Welch & Forbes Private Equity II, LLC- Series C2017$26K
- Welch & Forbes Private Equity II, LLC- Series E2017$29K
- Welch & Forbes Private Equity II, LLC- Series F2017$5K
- Welch & Forbes Private Equity II, LLC- Series A2017$31K
$1.5M raised across the 14 funds that report a size
All 14 funds →Frequently asked
- What is WELCH & FORBES LLC's AUM?
- WELCH & FORBES LLC manages approximately $218.7M in assets.