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Fund Manager

Welch & Forbes

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Welch & Forbes

Fund Manager

Primary Strategy: Private Equity

Year Founded: 1838

Number of Employees: 63

Ownership: Privately Held

Year End: December

Description

Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with building wealth. Our clients look to us at all stages of wealth, from startup founders and corporate executives to multi-generational families who have been with us for more than a century. Each relationship is anchored in trus

Contact

Website: Link to website

LinkedIn: linkedin.com/company/welch-and-forbes-llc

Address

45 School Street, Boston, Massachusetts, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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