Welton Investment Partners LLC is a large advisory firm based in Carmel. It manages $411.97 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014.
Welton Investment Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Welton Investment Partners LLC is $411.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 190% since the beginning of its operation, and $300.1 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Welton Investment Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Donald Harding Putnam is pooled investment vehicles with 8 clients and $300.1 million of assets under management. Among the 11 most similar advisory firms, Welton Investment Partners has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $411.97 million for 8 clients. 63% of the firm’s clients are foreign persons or businesses.
Welton Investment Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 27 people that are either part- or full-time employees. 26 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Harding Putnam has been acting as President since 1 Jul 2014. Basil Constantine Williams joined the executive team most recently as the President.
The principal office where Welton Investment Partners LLC performs its advisory services is located at Eastwood Building, Carmel, CA 93921 6147 The mailing address of the firm is P.O. Box 6147, Carmel, CA 93921 6147. 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 831-626-5190 or by fax 831-626-5199. The normal business hours are 8:00 am to 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at welton.com.