Investment adviser · CRD 170777
WELTON FUND ADVISORS LLC
Investment adviser filing (IA)
CARMEL, CA, United States · Form ADV filed Mar 29, 2018
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | Not reported |
Filing source
Form ADV 1203701 · Mar 29, 2018 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2018. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
EASTWOOD BLDG, SAN CARLOS BTWN 5/6CARMEL, CA, 93921-6147, United States
CRD 170777
Filing source
Form ADV 1203701 · Mar 29, 2018 · 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.