Welch & Forbes is a fund manager in Boston with $7.81 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Welch & Forbes Inc
SEC CIK
IRS number
43573806
SEC advisor number
801-60532
FINRA CRD number
115119
AUM ?
$7.91 bn
(as of 18 Mar 24)
Accounts
3,406
(as of 18 Mar 24)
Employees
55
(12 investment advisory or research)
Address
Welch & Forbes
45 SCHOOL STREET
BOSTON
MA 02108
45 SCHOOL STREET
BOSTON
MA 02108
Phone
617-523-1635
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Welch & Forbes LLC | $7.81 bn | |
Welch & Forbes Private Equity II, LLC - Series a | $5.76 k | Private Equity Fund |
Welch & Forbes Private Equity II, LLC - Series B | $38.84 k | Private Equity Fund |
Welch & Forbes Private Equity II, LLC - Series C | $2.46 k | Private Equity Fund |
Welch & Forbes Private Equity III, LLC - Series a | $17.15 k | Private Equity Fund |
Welch & Forbes Private Equity III, LLC - Series B | $218.73 k | Private Equity Fund |
Welch & Forbes Private Equity III, LLC - Series C | $4.42 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21