LP Profile

Welch & Forbes

Also known as welch and forbes

Wealth ManagerBoston, United StatesFounded 1838
$9.5B
Assets Under Management
Boston
Headquarters
Investment Focus

About Welch & Forbes

Welch & Forbes in Boston provides customized investment management, wealth management, trustee, tax, and estate services.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Welch & Forbes from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$9.9B
Total Clients
3,734
Filing Date
May 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Welch & Forbes across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Welch & Forbes?

Welch & Forbes is a wealth manager based in Boston, United States, managing approximately $9.5B in assets.

Where is Welch & Forbes headquartered?

Welch & Forbes is headquartered in Boston, United States.

How much does Welch & Forbes manage?

Welch & Forbes manages approximately $9.5B in assets under management.

When was Welch & Forbes founded?

Welch & Forbes was founded in 1838.

What does Welch & Forbes invest in?

Welch & Forbes focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Diversified.

How can I contact Welch & Forbes?

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