Welton Investment Partners

Hedge Fund SEC-registered adviser

Legal name: Welton Investment Partners LLC

Carmel, CA Website LinkedIn

AUM

$330.0M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$254.3M
Gross asset value

Employees

18

Last Form D raise

Feb 2026
Most recent fund filing

From SEC Form ADV filing (filed Aug 28, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

A
Annette Welton
Board Chair
Source: SEC Form ADV
A
Arthur Bell
Director
Source: SEC Form ADV
D
Donald Putnam
Director
Source: SEC Form ADV
G
Guillaume Detrait
President
Source: SEC Form ADV
M
Melvin Lindsey
Managing Member, Nile Capital Group Holdings
Source: SEC Form ADV
P
Patrick Welton
Chief Executive Officer
Source: SEC Form ADV
S
Steven Rosenfeld
Managing Member, 5th Avenue Discoveries
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Welton Global Capital Markets Fund LTD Class GHedge Fund$254.3M$41.7M3Feb 2026Warm

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
172452
SEC file number
801-80274

Sources