Welton Investment Partners

  • Investment Bank/Securities Brokerage
  • Carmel-by-the-Sea CA
  • 38 employees
  • Financial Services
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Company Overview

Headquarters
San Carlos between 5th and 6th, Carmel-by-the-Sea CA
Website
welton.com
Phone
(646) 828-3170
Employees
38
Founded in
1988
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 67 Companies
SIC Code 679 Companies
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Financials & Stats

Revenue

$5B

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Who is Welton Investment Partners

Welton Investment Partners is a privately held company based in Carmel-by-the-Sea, California. With a team of 38 employees, the firm manages a portfolio with annual revenue of $5.2 million. Welton Investment Partners specializes in alternative asset management, crafting investment strategies designed to provide better returns for their clients. Their approach focuses on developing non-correlated strategies across major liquid markets, including equities, fixed income, commodities, and currencies. The company distinguishes itself through its proprietary investment strategies and a sophisticated capital allocation process, allowing them to address often overlooked investor needs. For more information about Welton Investment Partners and their services, please visit their website at welton.com.

Company Leadership

Daniel Gallagher

Head of Operations and Investor Services

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Annette Welton

Co-Founder and Chair

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Patrick Welton

Founder and CIO

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Shanon ODonoghue

Senior Managing Director - Wealth Management Group

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William Marr

Senior Managing Director

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Welton Investment Partners Industry Tags

Alternative Investments
Quantitative Investments
Managed Futures
Statistical Arbitrage
Global Macro
Multi-Strategy
Financial Services
Management Investment
Open-ended
Investment Management
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Welton Investment Partners Tech Stack

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FAQ

What is the location of Welton Investment Partners's headquarters?
The headquarters of Welton Investment Partners are situated at San Carlos between 5th and 6th, Carmel-by-the-Sea CA
What is Welton Investment Partners's phone number?
Welton Investment Partners's contact number is (646) 828-3170.
What is Welton Investment Partners's official website?
The official website of Welton Investment Partners can be found at welton.com.
What is Welton Investment Partners's current revenue?
As of July 2022, Welton Investment Partners's annual revenue reached $5B.
How many employees does Welton Investment Partners currently have?
Welton Investment Partners employs approximately 38+ people as of July 2022
Which industries is Welton Investment Partners primarily operating in?
Welton Investment Partners operates in the following industries: Finance
Who is the Head of Operations and Investor Services of Welton Investment Partners?
Welton Investment Partners's Head of Operations and Investor Services is Daniel Gallagher
What are Welton Investment Partners's industry tags?
Welton Investment Partners's industry tags include: Alternative Investments, Quantitative Investments, Managed Futures
When was Welton Investment Partners founded?
Welton Investment Partners was founded in 1988.

Employee Directory

Key Employees

Guillaume Detrait

President

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Alexandra Burke

Head of Software Engineering

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Rushui Guan

Trader

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Patrick Welton

Founder & Chief Investment Officer

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hunter leighton

head of infrastructure , systems & cybersecurity

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