Welton Investment Partners

Welton Investment Partners

Asset ManagementGeneral Partner (GP)
SEC, UN PRI, SBAI

Established alternative asset manager focused on creating better investor outcomes through non-correlated investment strategies across major liquid markets.

Founded

1989

Ownership

Privately held

Risk Profile

Sophisticated capital allocation process to manage risks across asset classes.

Location

Carmel, Ca, United States

About

Mission

We are committed to empowering our team to think innovatively and develop solutions that positively impact our clients, employees, and communities.

Values

Creativity, accountability, dignity, respect, inclusivity, and sustainability.

Participant Demographics

Institutional and professional investors, including 'Qualified Purchasers' as defined by the 1940 Act.

Track Record

Team Experience

Composed of seasoned professionals from capital markets, science, and engineering backgrounds.

Notable Achievements

US Quant Awards 2021, Finalist - ESG Investing Awards 2021, 2020 Investors Choice Awards, HFM US Hedge Fund Performance Awards 2018, HFM US Quant Awards 2020.

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Headquarters

Carmel, Ca, United States

Legal & Compliance

SEC, UN PRI, SBAI

No major violations disclosed

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