Welch & Forbes
Asset Manager SEC-registered adviser
Legal name: Welch & Forbes LLC
Boston, MA Website
AUM
$9.9B
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$7K
Gross asset value
Employees
55
Last Form D raise
May 2017
Most recent fund filing
From SEC Form ADV filing (filed May 19, 2026). View on SEC
People(5)
Owners and executive officers named on the firm's SEC Form ADV.
A
B
K
T
T
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Welch & Forbes Private Equity III, LLC - Series C | Private Equity | $4K | $46K | 10 | May 2017 | Cold |
| Welch & Forbes Private Equity II, LLC - Series C | Private Equity | $3K | $26K | 8 | May 2017 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 115119
- SEC file number
- 801-60532
Sources
- SEC Form ADV Oct 14, 2026