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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

WELCH CAPITAL PARTNERS LLC

CRD 106721

HARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:644307de-a4c0-dfcc-65ab-c323083f6a36

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Apr 30, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.49 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $506MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $506M
Private client RAUM: $244MderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 45
Individual clients: 16
High net worth clients: 25
Private funds: 1Schedule D 7.B(1)
SEC number: 801-52308
CIK: 1042063
CRD: 106721
Filings on the tape: 21
First filed: Mar 30, 2012
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, NY
Website: welchcapital.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WELCH ENTREPRENEURIAL FUND, L.P.	Hedge Fund	$200M	Mar 28, 2024	49	Mar 30, 2012	reported	021-130150
WELCH ENTREPRENEURIAL FUND, LP	Hedge Fund	$65.0M	Apr 4, 2017	27	Mar 30, 2012	dropped	021-130162
WELCH ENTREPRENEURIAL FUND, LTD.	Hedge Fund	$14.6M	Apr 4, 2017	8	Mar 30, 2012	dropped	021-130153
WCP PE I, LLC	Other Private Fund	$5.0M	Mar 31, 2020	4	Mar 31, 2020	dropped	n/a
WCP FUTURE VENTURES, LLC	Other Private Fund	$3.0M	Mar 31, 2020	4	Mar 31, 2020	dropped	n/a
VC 101 WEST, LLC	Other Private Fund	$3.0M	Mar 31, 2020	9	Mar 31, 2020	dropped	n/a
VC 101 EAST, LLC	Other Private Fund	$1.2M	Mar 31, 2020	10	Mar 31, 2020	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WELCH, CHRISTOPHER, WARREN	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SENIOR PORTFOLIO MANAGER	C	yes	12/2000	Mar 30, 2012	Mar 28, 2024
WELCH, LEIGHTON, BRIDGE	CHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER	D	yes	05/1996	Mar 30, 2012	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$506M	$506M	4	4	0	1	n/a
2023	Mar 28, 2024	$399M	$399M	3	3	0	1	$200M
2022	Mar 31, 2023	$339M	$339M	3	3	0	1	$170M
2021	Apr 1, 2022	$487M	$487M	3	3	0	1	$248M
2020	Mar 31, 2021	$369M	$369M	3	3	0	1	$203M
2019	Mar 31, 2020	$390M	$354M	3	3	0	5	$203M
2018	Mar 22, 2019	$265M	$265M	3	3	0	1	$141M
2017	Mar 29, 2018	$299M	$299M	3	3	0	1	$164M
2016	Apr 4, 2017	$330M	$330M	6	4	n/a	3	$185M
2015	Mar 31, 2016	$329M	$329M	6	4	n/a	3	$183M
2014	Mar 27, 2015	$359M	$359M	6	3	n/a	3	$204M
2013	Mar 31, 2014	$348M	$348M	6	3	n/a	3	$194M
2012	Mar 26, 2013	$297M	$297M	6	3	n/a	3	$179M
2011	Mar 30, 2012	$341M	$341M	n/a	n/a	n/a	3	$224M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$506M	n/a	n/a	$339M	14.3%	4	n/a	0	n/a

Relationships

Advises (7)

→ WELCH ENTREPRENEURIAL FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ VC 101 WEST, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 31, 2020 to Mar 31, 2020factForm ADV
→ WCP FUTURE VENTURES, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 31, 2020 to Mar 31, 2020factForm ADV
→ VC 101 EAST, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 31, 2020 to Mar 31, 2020factForm ADV
→ WCP PE I, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 31, 2020 to Mar 31, 2020factForm ADV
→ WELCH ENTREPRENEURIAL FUND, LTD.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Apr 4, 2017factForm ADV
→ WELCH ENTREPRENEURIAL FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Apr 4, 2017factForm ADV

Controls (2)

← WELCH, LEIGHTON, BRIDGEOwnerCHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER, ownership code D, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← WELCH, CHRISTOPHER, WARRENOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, AND SENIOR PORTFOLIO MANAGER, ownership code C, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
Welch Capital Partners Llc reported RAUM $339.3M, down 30% from $486.8M (2022-04-20 to 2023-03-31)
Form ADVobserved 6 days ago
$-147M
Occurred
Apr 1, 2022
Regulatory AUM changed
Welch Capital Partners Llc reported RAUM $486.8M, up 32% from $368.6M (2021-04-27 to 2022-04-01)
Form ADVobserved 6 days ago
$118M
Occurred
Mar 31, 2020
Regulatory AUM changed
Welch Capital Partners Llc reported RAUM $389.9M, up 47% from $265.0M (2019-03-22 to 2020-03-31)
Form ADVobserved 6 days ago
$125M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:644307de-a4c0-dfcc-65ab-c323083f6a36
First observed: Mar 30, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds 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 CAPITAL PARTNERS LLC

CRD 106721

HARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:644307de-a4c0-dfcc-65ab-c323083f6a36

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WELCH ENTREPRENEURIAL FUND, L.P.

Hedge Fund

$200M

Mar 28, 2024

Mar 30, 2012

reported

021-130150

WELCH ENTREPRENEURIAL FUND, LP

Hedge Fund

$65.0M

Apr 4, 2017

Mar 30, 2012

dropped

021-130162

WELCH ENTREPRENEURIAL FUND, LTD.

Hedge Fund

$14.6M

Apr 4, 2017

Mar 30, 2012

dropped

021-130153

WCP PE I, LLC

Other Private Fund

$5.0M

Mar 31, 2020

dropped

n/a

WCP FUTURE VENTURES, LLC

Other Private Fund

$3.0M

Mar 31, 2020

dropped

n/a

VC 101 WEST, LLC

Other Private Fund

$3.0M

Mar 31, 2020

dropped

n/a

VC 101 EAST, LLC

Other Private Fund

$1.2M

Mar 31, 2020

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WELCH, CHRISTOPHER, WARREN

PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SENIOR PORTFOLIO MANAGER

yes

12/2000

Mar 30, 2012

Mar 28, 2024

WELCH, LEIGHTON, BRIDGE

CHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER

yes

05/1996

Mar 30, 2012

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$506M

n/a

2023

Mar 28, 2024

$399M

$200M

2022

Mar 31, 2023

$339M

$170M

2021

Apr 1, 2022

$487M

$248M

2020

Mar 31, 2021

$369M

$203M

2019

Mar 31, 2020

$390M

$354M

$203M

2018

Mar 22, 2019

$265M

$141M

2017

Mar 29, 2018

$299M

$164M

2016

Apr 4, 2017

$330M

n/a

$185M

2015

Mar 31, 2016

$329M

n/a

$183M

2014

Mar 27, 2015

$359M

n/a

$204M

2013

Mar 31, 2014

$348M

n/a

$194M

2012

Mar 26, 2013

$297M

n/a

$179M

2011

Mar 30, 2012

$341M

n/a

$224M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$506M

n/a

$339M

14.3%

n/a