President · Welton Investment Partners LLC
Guillaume P. Detrait
CRD 6041245 · Named on Form ADV at one SEC-registered adviser
At a glance
Welton Investment Partners LLC, an SEC-registered private fund adviser based in Carmel, CA with $330 million in regulatory assets, lists Guillaume P. Detrait on its Form ADV as President, a control person.
Firms and roles
- Welton Investment Partners LLCPresidentPrivate fund adviser · Carmel, CA · $330M in regulatory assets
AtlasMembers
Guillaume’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Patrick L. WeltonChief Executive Officer, Welton Investment Partners LLC
- Donald H. PutnamDirector, Welton Investment Partners LLC
- Annette L. WeltonBoard Chair, Welton Investment Partners LLC
- Arthur F. BellDirector, Welton Investment Partners LLC
- Todd W. MerrellChief Financial Officer and Chief Compliance Officer, Welton Investment Partners LLC
1 more person named with Guillaume on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Guillaume’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.