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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freePrivate fund adviser · Miami, FL
SEC-registered investment adviser · CRD 154782 · SEC 801-130588
At a glance
Welcy Capital Advisors LLC is an SEC-registered investment adviser based in Miami, Florida, with $226 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 11 individual clients. By Form ADV it is a private fund adviser, ranked 3,925th of 4,686 private fund advisers and 11,627th of 17,210 SEC-registered advisers by assets.
Main office 786-353-0036welcycap.comLinkedInAs filed on Form ADV
Affiliated broker-dealer
It names affiliated broker-dealers: LW Casa De Valores, SRL, Prival Securities Puesto De Bolsa S.A. and Prival Securities, Inc..
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $187M | 83% |
| Banking or thrift institutions | 1 | $18M | 8% |
| Corporations or other businesses | 5 | $14M | 6% |
| High-net-worth individuals | 1 | $3M | 1% |
| Individuals | 10 | $3M | 1% |
Welcy Capital Advisors LLC reports 2 private funds with $177M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Welcy Capital Advisors LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Welcy Capital Advisors LLC reports $226 million in regulatory assets under management across 21 accounts, 94% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
Welcy Capital Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
By assets, its largest client types are pooled investment vehicles ($187 million, 2 clients); banking or thrift institutions ($18 million, 1 clients); corporations or other businesses ($14 million, 5 clients).
Yes. It reports 2 private funds with $177 million in gross assets, including private equity funds, other private funds.
Welcy Capital Advisors LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Welcy Capital Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →