Welch & Forbes LLC
● SEC registered since 2001CRD 115119SEC# 801-60532Boston, MA
Ranks #866 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.9B
Fund GAV
$7K
Private funds
2
Employees
55
Accounts
3,734
Location
Boston, MA
Welch & Forbes LLC assets under management
Welch & Forbes LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2001. It reports $9.9 billion in regulatory assets under management and employs 55 people. Welch & Forbes LLC manages 2 private funds with combined gross assets of $6,880, including Welch & Forbes Private Equity III, LLC - Series C. By regulatory assets, it ranks 866 of 6,004 private fund managers.
Welch & Forbes LLC private funds
2 funds · $7K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Welch & Forbes Private Equity III, LLC - Series C | Private Equity | $4K | $10K |
| Welch & Forbes Private Equity II, LLC - Series C | Private Equity | $2K | $10K |
Welch & Forbes LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrienne G. Silbermann Control | Executive Vice President | Under 5% | 2005 |
| Amg Wf Holdings LLC Control | Manager Member | Over 75% | 2010 |
| Benjamin Jackson Williams Control | Executive Vice President | Under 5% | 2005 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Welch & Forbes LLC manage?
Welch & Forbes LLC reports $9.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Welch & Forbes LLC manage?
Welch & Forbes LLC manages 2 private funds with combined gross assets of $6,880.
How many employees does Welch & Forbes LLC have?
Welch & Forbes LLC reports 55 employees.
Where is Welch & Forbes LLC located?
Welch & Forbes LLC is based in Boston, MA and has been SEC-registered since 2001.
Does Welch & Forbes LLC disclose fund performance?
Welch & Forbes LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 School Street, Boston, MA 02108 |
| Phone | 617-523-1635 |
| Fax | 617-742-6243 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.9B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$9.9Bregulatory AUM
Discretionary $9.66BNon-discretionary $242.9M
Service providers
Custodian