Investment adviser

WELCH CAPITAL PARTNERS LLC

SEC file number: 801-52308
CRD: 106721

Investment adviser based in HARRISON, NY, United States. SEC file number 801-52308, CRD 106721. Latest SEC registration status recorded: Approved, effective July 1, 1996. Latest Form ADV filing recorded: April 30, 2026.

Source SEC Form ADV (IAPD) via 9AT research data Source date April 30, 2026 Data last checked September 28, 2026 Source date is the latest Form ADV filing date recorded in 9AT's research data, not a valuation or registration date.

Prospect snapshot

Is this the firm you mean? Adviser-level facts, each with its state when a value is missing.

Entity type: Investment adviser
Location: HARRISON, NY, United States Broad location only.
Registration: Approved SEC investment adviser Effective July 1, 1996
Source SEC IAPD registration status via 9AT research data Source date Unavailable Latest SEC registration status recorded for this firm's CRD; it is updated only when a new Form ADV filing is processed. The effective date is not a filing date.
Official website: welchcapital.com

Decision-maker contacts

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Funds and service providers

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Sources and definitions

Profile information: SEC Form ADV (IAPD) via 9AT research data Source date is the latest Form ADV filing date recorded in 9AT's research data, not a valuation or registration date.
Registration: SEC IAPD registration status via 9AT research data Its source date and note are shown with the Registration fact above.

Source date: The date of the filing or publication the information comes from.
Data last checked: When HedgeFundDB last retrieved the information from 9AT's research data. A recent check does not make an older filing current.
SEC file number and CRD: Separate identifiers that are never interchangeable.
Missing values: "Not reported", "Unavailable", "Not applicable" and "Reported none" are different states; none of them means zero.

HedgeFundDB shows what was reported and does not verify filings independently. Spotted an error? Request a correction through 9AT's contact page (what to include) · Sources and methodology