WELCH CAPITAL PARTNERS LLC

CRD 106721File 801-52308

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$506.2M

Above cohort median (national)

Discretionary AUM

$506.2M

Clients

45 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 1, 1996
Principal office: 500 MAMARONECK AVENUE, SUITE 320, HARRISON, NY, 10528
Phone: 212-754-6077
Website: HTTP://WWW.WELCHCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $506.2M
Discretionary AUM: $506.2M
Non-discretionary AUM: $0
Discretionary accounts: 45
Non-discretionary accounts: 0
Total accounts: 45
AUM per client: $12.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$12.5M
High net worth individuals	25	$222.5M
Pooled investment vehicles	1	$249.9M
Individuals (other than high net worth individuals)	16	$21.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.