WELCY CAPITAL ADVISORS LLC
other names
- WELCY CAPITAL ADVISORS LLC
- LW INVESTMENT MANAGEMENT (USA) INC.
- PRINCIPLE ASSET MANAGEMENT LLC
- LW PARTNERS
- LW INVESTMENT MANAGEMENT (USA) LLC
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| As of Date | 10/16/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 06/28/2024 |
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| Former registrations | |
| AUM* | 183,631,565 21.93% |
| of that, discretionary | 167,938,099 51.04% |
| Private Fund GAV* | 98,166,422 49.89% |
| Avg Account Size | 8,744,360 10.32% |
| SMA’s | No |
| Private Funds | 3 |
| Contact Info | 786 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count2 | GAV$36,020,788 |
| Fund TypeOther Private Fund | Count1 | GAV$62,145,634 |