WELCY CAPITAL ADVISORS LLC
CRD #154782 SEC #801-130588 MIAMI, FL 786.353.0036
SEC Registered Private Funds Disclosures
Total AUM
$183.6M
Discretionary
$167.9M
Employees
10
Clients
--
Accounts
21
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 1
- LEI
- 2549001KO8G9ZSAVJY45
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATISTA, ALBERTO, EUTIMIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BATISTA, ALBERTO, EUTIMIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BATISTA, ALBERTO, EUTIMIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BATISTA, ALBERTO, EUTIMIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BATISTA, ALBERTO, EUTIMIO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | COO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | CCO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | CCO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | CCO | NA | Control |
| CASANOVA, MIGUEL, ANGEL | I | CCO | NA | Control |
| Fabrega Roux, Juan, Carlos | I | MANAGER | NA | Control |
| Fabrega Roux, Juan, Carlos | I | MANAGER | NA | Control |
| Fabrega Roux, Juan, Carlos | I | MANAGER | NA | Control |
| Fabrega Roux, Juan, Carlos | I | MANAGER | NA | Control |
| GONZALEZ, ALFREDO | I | CFA | NA | Control |
| GONZALEZ, ALFREDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GONZALEZ, ALFREDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GONZALEZ, ALFREDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GONZALEZ, ALFREDO | I | CFA | NA | Control |
| GONZALEZ, ALFREDO | I | CFA | NA | Control |
| GONZALEZ, ALFREDO | I | CFA | NA | Control |
| GONZALEZ, ALFREDO | I | CFA | NA | Control |
| Henriquez Schemel, Philip, Robert | I | MANAGER | NA | Control |
| Henriquez Schemel, Philip, Robert | I | MANAGER | NA | Control |
| Henriquez Schemel, Philip, Robert | I | MANAGER | NA | Control |
| Henriquez Schemel, Philip, Robert | I | MANAGER | NA | Control |
| NARVAEZ, JASSER, MARTIN | I | CEO | NA | Control |
| NARVAEZ, JASSER, MARTIN | I | CEO | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| SEGAL, GAIL | I | EVP | NA | Control |
| Sosa, Jaime | I | MANAGER | NA | Control |
| Sosa, Jaime | I | MANAGER | NA | Control |
| Sosa, Jaime | I | MANAGER | NA | Control |
| Sosa, Jaime | I | MANAGER | NA | Control |
| ZALLES, NICOLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ZALLES, NICOLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ZALLES, NICOLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ZALLES, NICOLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GPUS INC | DE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | E | Control |
| GPUS INC | DE | SHAREHOLDER | D | Control |
| GPUS INC | DE | SHAREHOLDER | D | Control |
| GPUS INC | DE | SHAREHOLDER | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | PRESIDENT | D | Control |
| ZALLES, CARLOS | I | MANAGER | D | Control |
| ZALLES, CARLOS | I | MANAGER | D | Control |
| ZALLES, CARLOS | I | MANAGER | D | Control |
| ZALLES, CARLOS | I | MANAGER | D | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | C | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | C | Control |
| LW INVESTMENT MANAGEMENT, LTD | FE | SHAREHOLDER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Fabrega Roux, Juan, Carlos | I | GPUS INC | E | Control |
| Fabrega Roux, Juan, Carlos | I | GPUS INC | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| PEREZ, JAIME | I | AMANA MANAGEMENT SA | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | HAMPTON CORP | E | Control |
| ZALLES, CARLOS | I | CARLOS ARTURO ZALLES REVOCABLE TRUST | E | Control |
| ZALLES, CARLOS | I | CARLOS ARTURO ZALLES REVOCABLE TRUST | E | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| LW SECURITIES LTD | FE | LW INVESTMENT MANAGEMENT LTD | D | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| AMANA MANAGEMENT SA | FE | LW SECURITIES LTD | C | Control |
| CARLOS ARTURO ZALLES REVOCABLE TRUST | DE | LW INVESTMENT MANAGEMENT, LTD | C | Control |
| CARLOS ARTURO ZALLES REVOCABLE TRUST | DE | LW INVESTMENT MANAGEMENT, LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| HAMPTON CORP | FE | LW SECURITIES LTD | C | Control |
| Henriquez Schemel, Philip, Robert | I | LW INVESTMENT MANAGEMENT, LTD | C | Control |
| Henriquez Schemel, Philip, Robert | I | LW INVESTMENT MANAGEMENT, LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
| ZALLES, CARLOS | I | LW INVESTMENT MANAGEMENT LTD | C | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (2)
FL NJ
Address
1101 BRICKELL AVENUESUITE 1600
MIAMI, FL 33131
United States
Phone: 786.353.0036