← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/29/2024）
WELTON INVESTMENT PARTNERS LLC · 所有者与执行高管（CRD 172452）
机构事实页：WELTON INVESTMENT PARTNERS LLC 事实页 → | 官方原文：IAPD firm-summary/172452
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WELTON INVESTMENT CORPORATION | 境内实体 | MANAGING MEMBER | 是 | D |
| CHALICE WELTON LLC | 境内实体 | MEMBER | — | B |
| WELTON, PATRICK, LLOYD | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| DETRAIT, GUILLAUME, PIERRE | 个人 | PRESIDENT | 是 | NA |
| NOWLIN, DAVID, SCOTT | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| PUTNAM, DONALD, HARDING | 个人 | DIRECTOR | 是 | NA |
| WELTON, ANNETTE, LEAH | 个人 | BOARD CHAIR | 是 | NA |
| BELL, ARTHUR, FREDERICK | 个人 | DIRECTOR | 是 | NA |
| Merrell, Todd, Walker | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| NILE CAPITAL GROUP HOLDINGS LLC | 境内实体 | MEMBER | — | B |
Schedule B · 执行高管（9 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| THE WELTON FAMILY TRUST DATED JANUARY 28, 1992 | SOLE SHAREHOLDER | 是 |
| WELTON, PATRICK, LLOYD | TRUSTEE | 是 |
| WELTON, ANNETTE, LEAH | TRUSTEE | 是 |
| THE CHALICE FUND L.P. | MANAGING MEMBER | 是 |
| GRAIL PARTNERS LLC | GENERAL PARTNER | 是 |
| PUTNAM, DONALD, HARDING | MANAGING PARTNER | 是 |
| LINDSEY, MELVIN, DUANE | MANAGING MEMBER | 是 |
| LT-16 EXCHANGE TRUST | LIMITED PARTNER | 是 |
| DELAWARE TRUST COMPANY | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
