WELTON INVESTMENT PARTNERS LLC
Carmel, United States · CRD 172452
SEC-registered investment adviser since 2014 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$330.0m
- Main clients (by assets)Private funds 85%, Mutual funds and ETFs 15%
- Private funds1 · $254.3m gross assets
- Websitewelton.com
- Form ADV · 2026-08-28SEC adviser record
- Kindhedge funds, futures
- Others nearbyCarmel By The Sea, CA, New York, NY
As an employer
- Staff (Form ADV)18 · 8 in investment roles
- Offices in1 country
- Private fundshedge 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Carmel, CA (main office)United States | about 6 |
| New York, NYUnited States | 2 |
US visa salary filings
- Filings FY20241
- Median salary offered$140,000
- Middle half$140,000 – $140,000
- Job titles1
| Job title | Filings | Median |
|---|---|---|
| Esg Data Analyst, TraderCarmel, CA | 1 | $140,000 |
Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Welton Investment Partners LLC.
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.