The WELTON INVESTMENT CORPORATION is a privately held investment adviser that advises $330.02mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WELTON INVESTMENT CORPORATION is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 0.76% over the last 5-years.
The Group has been registered with the SEC for 14.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at EASTWOOD BUILDING SAN CARLOS BETWEEN 5TH AND 6TH, CARMEL, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 18 employees comprised of 8 investment and 10 non-investment staff. The total number of Employees decreased by 10% over the last 5-years.
Their $330.02mn in assets advised are owned by 6 private funds, 4 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $278.89mn or 84.51% of Total Assets and Investment Companies (IC) own $51.13mn or 15.49% of Total Assets.
The Group's top investment strategies include Quantitative Trading, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 3 Prime Brokers, 6 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WELTON INVESTMENT CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.