Welch Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harrison, NY. Its latest Form ADV filing, dated April 30, 2026, reports $506M in regulatory assets under management, 4 employees, and 45 accounts.
Assets Under Management
$506M
Employees
4
Offices
--
Total Clients
42
Primary office
HARRISON, NY
500 MAMARONECK AVENUE, SUITE 320, HARRISON, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
25
2
Individuals
38.1%
16
3
Pooled Investment Vehicles
2.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of April 30, 2026
Discretionary100.0%
$506M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$506M
Total Accounts45
10Y AUM Change+$176M (+53.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee11:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.