Private Market View

Welton Investment Partners

Hedge fund · Carmel, California

AUM
$278.9M
Portfolio companies
Recorded deals
Last investment

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).

Free account
See more of the book
  • ·Watchlist + alerts for Welton Investment Partners's activity
Create free account
No card required

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.

Pro members can request priority coverage with a 48-hour turnaround.

Frequently asked

What is Welton Investment Partners's AUM?
Welton Investment Partners manages approximately $278.9M in assets.