Investment adviser · CRD 106721

WELCH CAPITAL PARTNERS LLC

Investment adviser filing (IA)

HARRISON, NY, United States · Form ADV filed Apr 30, 2026

Regulatory AUM: $506M
Client accounts: 45
Employees: 4
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	1	$249,874,716	49.4%
High-net-worth individuals	25	$222,503,485	44.0%
Individuals	16	$21,251,240	4.2%
Charities	Fewer than 5	$12,536,966	2.5%

Filing source

Form ADV 2102088 · Apr 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WELCH ENTREPRENEURIAL FUND, L.P.Hedge Fund · Last reported Apr 30, 2026$250MGross asset value

Form D fundraising filings

Welch Entrepreneurial Fund (QP), L.P.

Fund administrator MUFG FUND SERVICES NOVA SCOTIA, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor NAVOLIO & TALLMAN LLP NEW YORK, New York, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian STIFEL BANK ST. LOUIS, Missouri, United States Related to adviser: No

Prime broker JONESTRADING THOUSAND OAKS, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

NAVOLIO & TALLMAN LLP
PCAOB 5442

PERSHING LLC
SEC 8-17574

JONESTRADING
CRD 6888 · SEC 8-26089

Fund details & source

Fund ID: 805-5942962296
Reported beneficial owners: 48
Minimum commitment: $1M
Form D file number: 021-130150

Form ADV 2102088 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WELCH ENTREPRENEURIAL FUND, LPHedge Fund · Last reported Apr 4, 2017$65MGross asset value

Form D fundraising filings

WELCH ENTREPRENEURIAL FUND L P

Fund administrator MITSUBISHI UFJ FUND SERVICES WATERLOO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No

Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BARCLAYS CAPITAL INC.
SEC 8-41342

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

Fund details & source

Fund ID: 805-5754056311
Reported beneficial owners: 27
Minimum commitment: $1M
Form D file number: 021-130162

Form ADV 1090989 · Apr 4, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WELCH ENTREPRENEURIAL FUND, LTD.Hedge Fund · Last reported Apr 4, 2017$14.6MGross asset value

Form D fundraising filings

Welch Entrepreneurial Fund, Ltd.

Fund administrator MITSUBISHI UFJ FUND SERVICES WATERLOO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No

Prime broker BARCLAYS CAPITAL INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BARCLAYS CAPITAL INC.
SEC 8-41342

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

Fund details & source

Fund ID: 805-9957166400
Reported beneficial owners: 8
Minimum commitment: $1M
Form D file number: 021-130153

Form ADV 1090989 · Apr 4, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WCP PE I, LLCOther Private Fund · Last reported Mar 31, 2020$5MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5910186223
Reported beneficial owners: 4
Minimum commitment: $100K

Form ADV 1405319 · Mar 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WCP FUTURE VENTURES, LLCOther Private Fund · Last reported Mar 31, 2020$2.99MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-4841552148
Reported beneficial owners: 4
Minimum commitment: $100K

Form ADV 1405319 · Mar 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VC 101 WEST, LLCOther Private Fund · Last reported Mar 31, 2020$2.97MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9381392862
Reported beneficial owners: 9
Minimum commitment: $100K

Form ADV 1405319 · Mar 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VC 101 EAST, LLCOther Private Fund · Last reported Mar 31, 2020$1.15MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5833724549
Reported beneficial owners: 10
Minimum commitment: $100K

Form ADV 1405319 · Mar 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

500 MAMARONECK AVENUE, SUITE 320
HARRISON, NY, 10528, United States

CRD 106721

Filing source

Form ADV 2102088 · Apr 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.