Welch & Forbes

Welch & Forbes is a private equity manager in Boston, MA. It is registered with the SEC as an investment adviser with $9.9B in regulatory assets and 55 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$9.9B
Staff
55
Pension investors
None found

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$9.9B
Employees55
Clients478 wealthy individuals, 165 individuals, 26 charities, 22 companies, 4 pension plans, 2 other advisers and 2 private funds.
Control personsTheodore, Edward Ober, Adrienne, G. Silbermann, Kurt, Henry Walter, Benjamin, Jackson Williams.
Private funds4 private funds holding $13.6K in gross assets.

Private funds it reports

FundTypeGross assets
Welch & Forbes Private Equity Iii, LLC - Series B Private equity $5.5K
Welch & Forbes Private Equity Iii, LLC - Series C Private equity $4.4K
Welch & Forbes Private Equity II, LLC - Series C Private equity $2.5K
Welch & Forbes Private Equity II, LLC - Series B Private equity $1.2K