Key facts
- Welton Investment Partners is a hedge fund based in Carmel, California.
- Welton Investment Partners reports $278.9M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
About Welton Investment Partners
Founded in 1988
Registered with the SEC
Form ADV · 2026-03 · CRD 172452- Regulatory AUM
- $278.9M
- Private fund assets
- $278.9M
- Private funds
- 2 · 2 hedge
- Staff
- 18
- Registered office
- CARMEL, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WELTON INVESTMENT PARTNERS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Welton Investment Partners are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Welton Investment Partners's AUM?
- Welton Investment Partners manages approximately $278.9M in assets.