WELCH CAPITAL PARTNERS LLC

500 Mamaroneck Avenue
Suite 320
Harrison, New York 10528
Tel: 212-754-6077

About WELCH CAPITAL PARTNERS LLC

WELCH CAPITAL PARTNERS LLC, formally registered with the SEC as WELCH CAPITAL PARTNERS LLC. The firm was established in 07/01/1996. They have over 1 offices throughout the country.

WELCH CAPITAL PARTNERS LLC is a Harrison, New York based Financial Planning firm with nearly $398,604,588 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106721
SEC#	801-52308
Assets Managed by Firm	$398,604,588
No. of Clients	43
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	43	$398,604,588
Individuals (other than high net worth individuals)	16	$16,484,741
High net worth individuals	23	$171,514,443
Charitable organizations	Fewer than 5 clients	$10,237,251

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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