WELCH CAPITAL PARTNERS LLC
CRD #106721 SEC #801-52308 HARRISON, NY 212-754-6077
SEC Registered Private Funds
Total AUM
$480.9M
Discretionary
$480.9M
Employees
4
Clients
--
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $480.9M | $480.9M | $0 | 4 | 9 |
| Mar 2025 | $480.9M | $480.9M | $0 | 4 | 9 |
| Mar 2024 | $398.6M | $398.6M | $0 | 3 | 10 |
| Oct 2023 | $339.3M | $339.3M | $0 | 3 | 10 |
| Mar 2023 | $339.3M | $339.3M | $0 | 3 | 10 |
| Apr 2022 | $486.8M | $486.8M | $0 | 3 | 9 |
| Apr 2022 | $486.8M | $486.8M | $0 | 3 | 9 |
| Apr 2021 | $368.6M | $368.6M | $0 | 3 | 7 |
| Mar 2021 | $368.6M | $368.6M | $0 | 3 | 7 |
| Apr 2020 | $389.9M | $353.6M | $36.3M | 3 | 0 |
| Mar 2019 | $265M | $265M | $0 | 3 | 0 |
| Mar 2018 | $299M | $299M | $0 | 3 | 0 |
| Apr 2017 | $330M | $330M | $0 | 6 | 26 |
| Mar 2016 | $329.1M | $329.1M | $0 | 6 | 26 |
| Mar 2015 | $358.9M | $358.9M | $0 | 6 | 26 |
| Mar 2014 | $347.8M | $347.8M | $0 | 6 | 26 |
| Jun 2013 | $297.4M | $297.4M | $0 | 6 | 26 |
| Mar 2013 | $296.7M | $296.7M | $0 | 6 | 26 |
| May 2012 | $350.8M | $350.8M | $0 | 6 | 26 |
| Mar 2012 | $341.2M | $341.2M | $0 | 6 | 26 |
| Jul 2011 | $340.7M | $340.7M | $0 | 10 | -- |
| Mar 2011 | $340.7M | $340.7M | $0 | 10 | -- |
| Mar 2009 | $306.2M | $306.2M | $0 | 10 | -- |
| Mar 2008 | $401.7M | $363.4M | $38.3M | 10 | -- |
| Oct 2007 | $365.8M | $339.1M | $26.7M | 10 | -- |
| Mar 2007 | $365.8M | $339.1M | $26.7M | 10 | -- |
| Feb 2006 | $343.4M | $315.8M | $27.6M | 10 | -- |
| Sep 2005 | $436.6M | $415.1M | $21.6M | -- | -- |
| Jun 2004 | $563.8M | $541.9M | $21.9M | -- | -- |
DateMay 2025
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees4
Clients9
DateMar 2025
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees4
Clients9
DateMar 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees3
Clients10
DateOct 2023
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees3
Clients10
DateMar 2023
Total AUM$339.3M
Discretionary$339.3M
Non-Disc.$0
Employees3
Clients10
DateApr 2022
Total AUM$486.8M
Discretionary$486.8M
Non-Disc.$0
Employees3
Clients9
DateApr 2022
Total AUM$486.8M
Discretionary$486.8M
Non-Disc.$0
Employees3
Clients9
DateApr 2021
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees3
Clients7
DateMar 2021
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees3
Clients7
DateApr 2020
Total AUM$389.9M
Discretionary$353.6M
Non-Disc.$36.3M
Employees3
Clients0
DateMar 2019
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$329.1M
Discretionary$329.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$347.8M
Discretionary$347.8M
Non-Disc.$0
Employees6
Clients26
DateJun 2013
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$350.8M
Discretionary$350.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees6
Clients26
DateJul 2011
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$306.2M
Discretionary$306.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$401.7M
Discretionary$363.4M
Non-Disc.$38.3M
Employees10
Clients--
DateOct 2007
Total AUM$365.8M
Discretionary$339.1M
Non-Disc.$26.7M
Employees10
Clients--
DateMar 2007
Total AUM$365.8M
Discretionary$339.1M
Non-Disc.$26.7M
Employees10
Clients--
DateFeb 2006
Total AUM$343.4M
Discretionary$315.8M
Non-Disc.$27.6M
Employees10
Clients--
DateSep 2005
Total AUM$436.6M
Discretionary$415.1M
Non-Disc.$21.6M
Employees--
Clients--
DateJun 2004
Total AUM$563.8M
Discretionary$541.9M
Non-Disc.$21.9M
Employees--
Clients--