Welton Investment Partners LLC
SEC RegisteredFocused on investor outcomes
About the firm
Welton is an investment firm committed to delivering investment outcomes through a systematic, transparent, and intellectually collaborative process. The firm combines veteran capital markets and finance professionals with scientists, mathematicians, and engineers to create non-correlated strategies. Welton offers both Hedge and Advantage strategies designed to address investor needs including improved returns, downside protection, and true diversification.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Hedge strategies focused on generating true diversifying returns across market cycles, and Advantage strategies focused on improving style-class returns while fully integrating risk allocation and downside protection. The firm also incorporates ESG factors into its business and client offerings.
Who they serve
Institutional investors and investors seeking unconstrained, non-correlated investment strategies, including those oriented toward ESG and responsible portfolios.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 6 | $279M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Welton Investment Partners LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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