Welch Capital Partners (WCP) manages client assets through separately managed accounts or a long-short private limited partnership. WCP also advises clients on direct investments in third-party venture capital and private equity funds. WCP seeks undervalued growth and tailors portfolios for specific risk tolerances. The firm's principals are Leighton B. Welch and Christopher W. Welch.
Assets Under Management$480M
Clients42
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain cases for larger, separately managed account clients or seed investors for a pooled investment vehicle. For clients only invested in third-party private funds, the annual fee is no greater than 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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