Welton Investment Partners manages investments through futures trading programs and multistrategy trading programs. The futures trading programs focus on commodity futures contracts and foreign exchange products. The multistrategy trading program invests in domestic equity securities and global derivative markets, using sustainability data to inform investment decisions. Welton manages these programs for private investment funds, mutual funds, and separately managed accounts.
Assets Under Management$390M
Clients10
AdvisorsN/A
Avg. per Client$39M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Welton Investment Partners manages investments for funds and managed accounts, and the fees vary depending on the program.
For Advisory Futures Fund Clients:
- One option includes a management fee (generally 1.5% per year) and a performance-based fee (generally up to 20% of net trading gains above a high water mark).
- The other option does not charge a management fee, but has an off-settable fee payment (generally 1% per year) that reduces the performance-based fee (generally up to 30% of net trading gains above a high water mark).
For Multistrategy Clients:
- Welton receives management fees generally of up to 1.5% per year and performance-based compensation generally of up to 15% of net trading gains above a high water mark.
Fees are negotiable for Multistrategy Managed Accounts.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.