SEC Form ADV

WELCH & FORBES LLC

Registered Investment AdviserMAPrivate Equity
$9.9B
Assets Under Management
3,734
Total Clients
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Registration Details

Accession
CRD-115119
Location
BOSTON, MA
Filing Date
May 19, 2026
AUM
$9.9B
Total Clients
3,734
Amendment
No

Investment Strategies

Private Equity

About this Adviser

WELCH & FORBES LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $9.9B in assets across 3,734 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.