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Welch & Forbes Private Equity II, LLC - Series D

managed by Welch & Forbes LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:39753b51-64a3-446e-b582-ce891aca23f3

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES D

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: Welch & Forbes LLC
Vintage: 2017 (adv_first_reported)derived
Strategy: Private Equity
ADV gross asset value: $27,729as of 2017-08-15
Peak reported GAV: $27,729
Reporting years: 1
ADV first reported: Mar 31, 2017
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2017	Aug 15, 2017	Other Private Fund	$27,729	4

Relationships

Manages (1)

← Welch & Forbes LLCFirmOther Private Fund
Mar 31, 2017 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Mar 15, 2018
Fund 805-2271471144 no longer reported on Form ADV by Welch & Forbes LLC
Occurred
Mar 31, 2017
Welch & Forbes Private Equity II, LLC - Series D first reported on Form ADV by Welch & Forbes LLC (Other Private Fund), GAV $27,729

Provenance

Graph: Private Equity
Canonical id: dfx:pe:39753b51-64a3-446e-b582-ce891aca23f3
First observed: n/a
Last observed: Sep 13, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Welch & Forbes Private Equity II, LLC - Series D

managed by Welch & Forbes LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:39753b51-64a3-446e-b582-ce891aca23f3

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2017

Aug 15, 2017

Other Private Fund

$27,729