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SEC Form ADV

WELCH & FORBES LLC

Firm profile: Welch & Forbes — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMAPrivate Equity
$9.9B
Assets Under Management
3,734
Total Clients
55
Employees
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Registration Details

Accession
CRD-115119
Location
BOSTON, MA
Filing Date
May 19, 2026
AUM
$9.9B
Total Clients
3,734
Institutional Clients
32
Employees
55
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsOther AdvisersCorporations

Investment Strategies

Private Equity

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $7K in combined gross assets.

  • WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES CPrivate Equity Fund$4K
  • WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES CPrivate Equity Fund$2K

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.

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