1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WELCH CAPITAL PARTNERS LLC

Map pinHARRISON, NY
Phone212-754-6077
NotebookSEC #801-52308
Total AUM
$506.2M
Employees
4
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 MAMARONECK AVENUE
SUITE 320
HARRISON
NY 10528
United States
Operating Hours
8:00 AM TO 7:00 PM
Monday - Friday
Phone
212-754-6077

ReceiptFinancials

Total AUM
$506.2M
Accounts
45
Discretionary
$506.2M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$21.3M
HNW Individual Clients
25
AUM
$222.5M
Pooled Vehicle Clients
1
AUM
$249.9M
Charitable Organization Clients
1
AUM
$12.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account