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CRD 115119
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KELLEY ROCHE ELLIS | n/a | BOSTON, MA | 2 | 18 | 3 | no |
| NAOMI THERESA D'ALESSANDRO | Chartered Financial Analyst | BOSTON, MA | 1 | 20 | 1 | no |
| MATTHEW WOOD JOHNSON | Certified Financial Planner | BOSTON, MA | 1 | 12 | 2 | no |
| BRYAN JOHN CIBOROWSKI | n/a | BOSTON, MA | 1 | 18 | 2 | no |
| JUSTIN T WOLSTENHOLME | Certified Financial Planner | BOSTON, MA | 0 | 12 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES G | Private Equity Fund | $168,129 | Mar 22, 2019 | 3 | Mar 31, 2017 | dropped | 021-286347 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES G | Private Equity Fund | $68,976 | Mar 22, 2019 | 9 | Mar 31, 2017 | dropped | 021-286355 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES E | Private Equity Fund | $29,181 | Mar 15, 2018 | 15 | Mar 31, 2017 | dropped | 021-286353 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES E | Private Equity Fund | $28,881 | Mar 15, 2018 | 17 | Mar 31, 2017 | dropped | 021-286342 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES D | Other Private Fund | $27,729 | Aug 15, 2017 | 4 | Mar 31, 2017 | dropped | 021-286340 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES A | Private Equity Fund | $17,150 | Mar 31, 2022 | 6 | Mar 31, 2017 | dropped | 021-286348 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES D | Other Private Fund | $12,137 | Aug 15, 2017 | 1 | Mar 31, 2017 | dropped | 021-286352 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES A | Private Equity Fund | $5,764 | Mar 31, 2022 | 1 | Mar 31, 2017 | dropped | 021-286332 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES B | Private Equity Fund | $5,546 | Mar 18, 2024 | 14 | Mar 31, 2017 | dropped | 021-286349 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES F | Private Equity Fund | $4,981 | Mar 15, 2018 | 16 | Mar 31, 2017 | dropped | 021-286345 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C | Private Equity Fund | $4,420 | May 19, 2026 | 10 | Mar 31, 2017 | reported | 021-286350 |
| WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES F | Private Equity Fund | $4,387 | Mar 15, 2018 | 11 | Mar 31, 2017 | dropped | 021-286354 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES C | Private Equity Fund | $2,460 | May 19, 2026 | 8 | Mar 31, 2017 | reported | 021-286337 |
| WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES B | Private Equity Fund | $1,215 | Mar 18, 2024 | 8 | Mar 31, 2017 | dropped | 021-286336 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AMG WF HOLDINGS LLC | MANAGER MEMBER | E | yes | 12/2010 | May 19, 2026 | May 19, 2026 |
| OBER, THEODORE, EDWARD | EXECUTIVE VICE PRESIDENT | Na | yes | 02/2016 | May 19, 2026 | May 19, 2026 |
| SILBERMANN, ADRIENNE, G. | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2005 | May 19, 2026 | May 19, 2026 |
| WALTER, KURT, HENRY | EXECUTIVE VICE PRESIDENT & TREASURER | Na | yes | 05/2013 | May 19, 2026 | May 19, 2026 |
| WILLIAMS, BENJAMIN, JACKSON | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2005 | May 19, 2026 | May 19, 2026 |
| AFFILIATED MANAGERS GROUP, INC. | SOLE SHAREHOLDER | E | yes | 12/2011 | Mar 27, 2013 | Mar 18, 2024 |
| AFFILIATED MANAGERS GROUP, INC. | SERIES A MEMBER AND MANAGER | E | yes | 03/2011 | Mar 27, 2013 | Mar 18, 2024 |
| AMG WEALTH PARTNERS, LP | MANAGER AND SOLE MEMBER | E | yes | 07/2012 | Mar 27, 2013 | Mar 18, 2024 |
| AMG WP GP HOLDINGS CORP | GENERAL PARTNER | F | yes | 09/2012 | Mar 22, 2019 | Mar 18, 2024 |
| AMG WP LP HOLDINGS, LLC | LIMITED PARTNER | E | yes | 06/2011 | Mar 27, 2013 | Mar 18, 2024 |
| JUNDI, TODD, R | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | Na | no | 07/2015 | May 19, 2026 | May 19, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $9.9B | $9.7B | 55 | 12 | 0 | 2 | n/a |
| 2024 | Mar 19, 2025 | $9.2B | $8.9B | 56 | 11 | 0 | 2 | n/a |
| 2023 | Mar 18, 2024 | $7.9B | $7.7B | 55 | 12 | 0 | 4 | $13,641 |
| 2022 | Mar 27, 2023 | $6.8B | $6.6B | 53 | 12 | 0 | 4 | $95,916 |
| 2021 | Mar 16, 2022 | $7.8B | $7.6B | 56 | 13 | 0 | 6 | $287,355 |
| 2020 | Mar 15, 2021 | $6.3B | $6.0B | 56 | 14 | 0 | 6 | $273,718 |
| 2019 | Mar 9, 2020 | $5.6B | $5.3B | 54 | 13 | 0 | 6 | $337,808 |
| 2018 | Mar 22, 2019 | $4.6B | $4.3B | 55 | 13 | 0 | 8 | $676,686 |
| 2017 | Mar 15, 2018 | $4.9B | $4.6B | 56 | 12 | 0 | 12 | $1.2M |
| 2016 | Mar 31, 2017 | $4.2B | $4.0B | 52 | 11 | n/a | 14 | $1.5M |
| 2015 | Mar 28, 2016 | $3.9B | $3.7B | 56 | 13 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $4.2B | $3.8B | 53 | 13 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $3.9B | $3.6B | 53 | 12 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $3.4B | $3.0B | 52 | 12 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $3.2B | $2.9B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 5 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.9B | $9.2B | 8.1% | $6.8B | 13.3% | 55 | 56 | 0 | 0 |