Weld North Advisers LLC (Greenwich)

Name: Weld North Advisers LLC
Address: 140 Greenwich Avenue, Greenwich, CT, 06830 6556
Telephone: 203-413-5170

Weld North Advisers LLC is an adviser based in Greenwich. It manages $1.72 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Connecticut and New York.

Weld North Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weld North Advisers: assets under management

The assets under management (AUM) of Weld North Advisers LLC is $1.72 million. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weld North Advisers LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Weld North Advisers serves?

The only and largest group of clients of Weld North Advisers is pooled investment vehicles with 1 clients and $1.72 million of assets under management. Among the 4 most similar advisory firms, Weld North Advisers has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.72 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Weld North Advisers also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,285,000 for each fund.

Careers at Weld North Advisers LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Neil Grayer	Chief executive officer & president	1 Apr 2013	Other	6182412
Steven John Berger	Chief financial officer, chief compliance officer & secretary	1 Apr 2013	Other	1199680
Weld North Llc	Member & owner	1 Apr 2013	75% - 100%	162391
Jonathan N Grayer	Chief executive officer & president	1 Apr 2013	Other	6182412

Based in Greenwich

The principal office where Weld North Advisers LLC performs its advisory services is located at 140 Greenwich Avenue, Greenwich, CT 06830 6556, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-413-5170 or by fax 203-413-5171. The normal business hours are 8:00 am-6:00 pm on Monday - Friday. You can find more information about the New York firm at weldnorth.com.