Welch & Forbes – Fund and Executive Details

Fund Companies

Welch & Forbes LLC

Welch & Forbes is a alternative asset management company based in Boston, MA. They operate 14 private funds and have approximately $4.24 billion in total assets under management (AUM). You can view more information on Welch & Forbes including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Welch & Forbes

Welch & Forbes LLC
45 School Street
Boston, MA 2108
United States

Phone: 617-523-1635
Fax: 617-742-6243
Website: http://www.welchforbes.com

Overview of Welch & Forbes

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-60532

Org#: 115119

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: 0 percent

Private Funds Managed(14): Welch Forbes Private Equity Ii Llc Series D , Welch Forbes Private Equity Iii Llc Series D , Welch Forbes Private Equity Iii Llc Series G, Welch Forbes Private Equity Ii Llc Series A , Welch Forbes Private Equity Ii Llc Series B , Welch Forbes Private Equity Ii Llc Series C , Welch Forbes Private Equity Ii Llc Series E , Welch Forbes Private Equity Ii Llc Series F , Welch Forbes Private Equity Ii Llc Series G , Welch Forbes Private Equity Iii Llc Series A , Welch Forbes Private Equity Iii Llc Series B , Welch Forbes Private Equity Iii Llc Series C , Welch Forbes Private Equity Iii Llc Series E , Welch Forbes Private Equity Iii Llc Series F

Ownership/Leadership of Welch & Forbes

 

Oliver Ames SpaldingExecutive Vice President
Kurt Henry WalterExecutive Vice President & Treasurer
Benjamin Jackson WilliamsExecutive Vice President
Theodore Edward OberExecutive Vice President
Executive Vice President
Manager Member
Todd R JundiSenior Vice President & Chief Compliance Officer

Welch & Forbes Key Stats and Charts

Discretionary AUM: $3.96 billion

Welch & Forbes discretionary AUM

Rank: 755 out of 6900 private fund companies

Total AUM: $4.24 billion

Welch & Forbes total assets under management (AUM)

Rank: 764 out of 6900 private fund companies

# of Accounts: 2635

Welch & Forbes total client accounts

Rank: 103 out of 6900 private fund companies

Average Account Size: 1610820.09032

Welch & Forbes average account size

Rank: 3373 out of 6900 private fund companies

# of Employees: 52

Welch & Forbes has 52 employees

Rank: 639 out of 6900 private fund companies

# of Private Funds: 14

Welch & Forbes operates 14 private Other funds

Rank: 467 out of 6900 private fund companies