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Building 2WELTON INVESTMENT PARTNERS LLC

Map pinCARMEL, CA
Phone831-626-5190
NotebookSEC #801-80274
Total AUM
$330M
Employees
18
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EASTWOOD BUILDING
SAN CARLOS BETWEEN 5TH AND 6TH
CARMEL
CA 93921-6147
United States
Operating Hours
8:00 AM TO 5:00 PM PST
Monday - Friday
Phone
831-626-5190
Other Offices
1

ReceiptFinancials

Total AUM
$330M
Accounts
7
Discretionary
$330M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
4
AUM
$51.1M
Pooled Vehicle Clients
6
AUM
$278.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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