# Welch Capital Partners LLC

> Welch Capital Partners LLC is an SEC-registered investment advisory firm in Harrison, NY, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 106721
- Filed as: WELCH CAPITAL PARTNERS LLC
- Also doing business as: WELCH FUND MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrison, NY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106721
- AdvisorCensus page: https://advisorcensus.com/firm/welch-capital-partners-llc-harrison-ny-106721

## Quick answers

**How is Welch Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Welch Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Welch Capital Partners LLC located?**
Welch Capital Partners LLC's principal office is in Harrison, NY, according to its Form ADV.

**Is Welch Capital Partners LLC registered with the SEC or a state?**
Welch Capital Partners LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106721.

**How much does Welch Capital Partners LLC manage?**
Welch Capital Partners LLC reports $506,166,407 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Welch Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Welch Capital Partners LLC: Regulatory assets under management: $368,628,638 in the October 2021 data and $506,166,407 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Welch Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (16); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Welch Capital Partners LLC use?**
Welch Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon as a custodian holding 10% or more of its separately managed account assets.

**Does Welch Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106721

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $506,166,407
- Discretionary: $506,166,407
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $21,251,240 |
| High net worth individuals | 25 | $222,503,485 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $249,874,716 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $12,536,966 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (30 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- welchcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $368,628,638 | 3 | April 27, 2021 |
| October 2022 | $486,755,381 | 3 | April 20, 2022 |
| October 2023 | $339,304,328 | 3 | March 31, 2023 |
| October 2024 | $398,604,588 | 3 | March 28, 2024 |
| October 2025 | $480,903,076 | 4 | May 1, 2025 |
| October 2026 | $506,166,407 | 4 | April 30, 2026 |

Regulatory assets under management: $368,628,638 in the October 2021 data and $506,166,407 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welch Capital Partners LLC (CRD 106721): Form ADV filing data as of October 2026.