WELCH CAPITAL PARTNERS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	43	$398.6M
Non-Discretionary	0	$0
Total	43	$398.6M

Clients

Type	Number	RAUM
Individuals	16	$16.5M
HNW Individuals	23	$171.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	1	$200.4M
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$10.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-52308
SEC ERA File Number	801-52308
SEC CIK Numbers	1042063
SEC CRD Numbers	106721
Legal Entity Identifier	549300U4WHR6LTQNBT10

Principal Office

500 MAMARONECK AVENUE
SUITE 320
HARRISON
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic