WELCH & FORBES LLC

HTTP://WWW.WELCHFORBES.COM BOSTON, MA Investment Advisor How do I update this listing?

Also known as:

  • WELCH & FORBES INC

Welch & Forbes is based out of Boston. Welch & Forbes is a large advisory firm with 764 clients and discretionary assets under management (AUM) of $4,304,506,005 (Form ADV from 2018-10-01). Their last reported 13F filing for Q2 2019 included $4,107,783,000 in managed 13F securities and a top 10 holdings concentration of 25.6%. Welch & Forbes's largest holding is VISA Inc with shares held of 777,184. Welch & Forbes has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings, and 13 13G filings

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62

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $4.108 Billion
  • Prior Market Value $3.986 Billion
  • New Purchases11 stocks
  • Additional Purchases72 stocks
  • Sold out of13 stocks
  • Reduced holdings in178 stocks
  • Top 10 Holdings % 25.60 %
  • Turnover % [1]:6.96%
  • Turnover Alt % [2]: 2.22 %
  • Time Held Top20:25.05 quarters
  • Time Held Top10:15.20 quarters
  • Time Held All:35.55 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 8.44%
Performance Last 4 Quarters: 15.57%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
LOWELL WILLIAM A

View Last Form Adv Compilation Report on Record

WELCH & FORBES LLC
Classified as Hedge Fund
45 SCHOOL STREET
BOSTON MA    02108
Country: United States

Business Phone: 617-523-1635
Fax: 617-742-6243
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 55
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 4,151,520,000
Total Number of Clients: 764
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WELCH & FORBES LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
SPALDING, OLIVER, AMES EXECUTIVE VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES INC SENIOR VICE PRESIDENT direct 2000-03-01
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2016-02-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT direct 2001-11-01 2008-03-28
WELCH & FORBES LLC SENIOR VICE PRESIDENT AND COMPLIANCE direct 2008-01-01 2010-03-30
WELCH & FORBES LLC SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER direct 2008-01-01 2015-03-30
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT AND COMPLIANCE OFFICER direct 2016-02-01 2016-03-28
WALTER, KURT, HENRY EXECUTIVE VICE PRESIDENT & TREASURER 05/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT & TREASURER direct 2013-05-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT & TREASURER direct 2001-11-01 2015-03-30
SILBERMANN, ADRIENNE, G. EXECUTIVE VICE PRESIDENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2005-01-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT & COMPLIANCE OFFICER direct 2005-01-01 2009-03-30
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER direct 2005-01-01 2016-03-28
WILLIAMS, BENJAMIN, JACKSON EXECUTIVE VICE PRESIDENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2005-01-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT direct 2005-01-01 2009-03-30
AMG WF HOLDINGS LLC MANAGER MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC MEMBER direct 2010-12-01
WELCH & FORBES LLC MANAGER MEMBER direct 2010-12-01
WELCH & FORBES LLC MANAGING MEMBER direct 2010-12-01
JUNDI, TODD, R SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2010-10-01
WELCH & FORBES LLC SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2015-07-01
OBER, THEODORE, EDWARD EXECUTIVE VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2016-02-01
AMG WEALTH PARTNERS, LP MANAGER AND SOLE MEMBER AMG WF HOLDINGS, LLC 07/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CLARFELD FINANCIAL ADVISORS, LLC MEMBER indirect 2013-07-01
CLARFELD FINANCIAL ADVISORS, LLC MEMBER indirect 2013-07-01
CLARFELD FINANCIAL ADVISORS, LLC MEMBER direct 2013-08-01
WELCH & FORBES LLC MANAGER AND SOLE MEMBER indirect 2012-07-01
BAKER STREET ADVISORS, LLC MEMBER indirect 2015-01-01
BAKER STREET ADVISORS, LLC MEMBER direct 2015-04-01
VERITABLE LP MEMBER indirect 2012-03-01
VERITABLE LP MEMBER indirect 2012-03-01
VERITABLE LP PARTNER direct 2012-06-01
MYCIO WEALTH PARTNERS, LLC MEMBER indirect 2015-06-01
FFT WEALTH MANAGEMENT LLC MEMBER indirect 2016-12-01
FFT WEALTH MANAGEMENT LLC MEMBER indirect 2017-01-01
WP GROUP, LLC MEMBER direct 2016-02-01
LGL PARTNERS, LLC MEMBER indirect 2017-01-01
AMG WP LP HOLDINGS, LLC LIMITED PARTNER AMG WEALTH PARTNERS, LP 06/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC LIMITED PARTNER indirect 2011-06-01
AFFILIATED MANAGERS GROUP, INC. SERIES A MEMBER AND MANAGER AMG WP LP HOLDINGS, LLC 03/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG WP GP HOLDINGS CORP GENERAL PARTNER AMG WEALTH PARTNERS, LP 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-12-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-12-01
WELCH & FORBES LLC GENERAL PARTNER indirect 2012-09-01
AFFILIATED MANAGERS GROUP, INC. SOLE SHAREHOLDER AMG WP GP HOLDINGS CORP 12/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES A United States 805-5165462522 Private Equity Fund 6,680 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES A United States 805-7649872653 Private Equity Fund 2,040 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES G United States 805-7899558228 Private Equity Fund 168,129 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C United States 805-6264086343 Private Equity Fund 5,525 10,000
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES C United States 805-9355186597 Private Equity Fund 3,075 10,000
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES G United States 805-4376635970 Private Equity Fund 68,976 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES B United States 805-5598410202 Private Equity Fund 358,721 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES B United States 805-5001586713 Private Equity Fund 63,540 10,000 Fund of Funds

WELCH & FORBES LLC

ownership team - last updated 2017-08-15
Name Title Start Date Direct/Indirect % Ownership
OBER, THEODORE, EDWARD EXECUTIVE VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2016-02-01
JUNDI, TODD, R SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2010-10-01
WELCH & FORBES LLC SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2015-07-01
WILLIAMS, BENJAMIN, JACKSON EXECUTIVE VICE PRESIDENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2005-01-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT direct 2005-01-01 2009-03-30
SILBERMANN, ADRIENNE, G. EXECUTIVE VICE PRESIDENT 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2005-01-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT & COMPLIANCE OFFICER direct 2005-01-01 2009-03-30
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT & COMPLIANCE OFFICER direct 2005-01-01 2016-03-28
WALTER, KURT, HENRY EXECUTIVE VICE PRESIDENT & TREASURER 05/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT & TREASURER direct 2013-05-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT & TREASURER direct 2001-11-01 2015-03-30
SPALDING, OLIVER, AMES EXECUTIVE VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELCH & FORBES INC SENIOR VICE PRESIDENT direct 2000-03-01
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT direct 2016-02-01
WELCH & FORBES LLC PARTNER indirect 2001-07-01 2001-08-27
WELCH & FORBES LLC SENIOR VICE PRESIDENT direct 2001-11-01 2008-03-28
WELCH & FORBES LLC SENIOR VICE PRESIDENT AND COMPLIANCE direct 2008-01-01 2010-03-30
WELCH & FORBES LLC SENIOR VICE PRESIDENT AND COMPLIANCE OFFICER direct 2008-01-01 2015-03-30
WELCH & FORBES LLC EXECUTIVE VICE PRESIDENT AND COMPLIANCE OFFICER direct 2016-02-01 2016-03-28
AMG WF HOLDINGS LLC MANAGER MEMBER 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC MEMBER direct 2010-12-01
WELCH & FORBES LLC MANAGER MEMBER direct 2010-12-01
WELCH & FORBES LLC MANAGING MEMBER direct 2010-12-01
AFFILIATED MANAGERS GROUP, INC. SERIES A MEMBER AND MANAGER AMG WP LP HOLDINGS, LLC 03/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG WP LP HOLDINGS, LLC LIMITED PARTNER AMG WEALTH PARTNERS, LP 06/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELCH & FORBES LLC LIMITED PARTNER indirect 2011-06-01
AMG WEALTH PARTNERS, LP MANAGER AND SOLE MEMBER AMG WF HOLDINGS, LLC 07/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CLARFELD FINANCIAL ADVISORS, LLC MEMBER indirect 2013-07-01
CLARFELD FINANCIAL ADVISORS, LLC MEMBER indirect 2013-07-01
CLARFELD FINANCIAL ADVISORS, LLC MEMBER direct 2013-08-01
WELCH & FORBES LLC MANAGER AND SOLE MEMBER indirect 2012-07-01
BAKER STREET ADVISORS, LLC MEMBER indirect 2015-01-01
BAKER STREET ADVISORS, LLC MEMBER direct 2015-04-01
VERITABLE LP MEMBER indirect 2012-03-01
VERITABLE LP MEMBER indirect 2012-03-01
VERITABLE LP PARTNER direct 2012-06-01
MYCIO WEALTH PARTNERS, LLC MEMBER indirect 2015-06-01
FFT WEALTH MANAGEMENT LLC MEMBER indirect 2016-12-01
FFT WEALTH MANAGEMENT LLC MEMBER indirect 2017-01-01
WP GROUP, LLC MEMBER direct 2016-02-01
LGL PARTNERS, LLC MEMBER indirect 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES A United States 805-5165462522 Private Equity Fund 86,908 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES A United States 805-7649872653 Private Equity Fund 30,585 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES G United States 805-7899558228 Private Equity Fund 390,000 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C United States 805-6264086343 Private Equity Fund 46,078 10,000
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES C United States 805-9355186597 Private Equity Fund 25,645 10,000
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES G United States 805-4376635970 Private Equity Fund 160,000 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES D United States 805-2271471144 Other Private Fund FUND HAS CHARACTERISTICS OF A PRIVATE EQUITY FUND BUT OFFERS LIMITED REDEMPTION RIGHTS 27,729 10,000
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES B United States 805-5598410202 Private Equity Fund 590,962 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES F United States 805-1717906357 Private Equity Fund 4,981 10,000
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES E United States 805-8890526903 Private Equity Fund 28,882 10,000
WELCH & FORBES PRIVATE EQUITY II, LLC - SERIES B United States 805-5001586713 Private Equity Fund 104,523 10,000 Fund of Funds
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES E United States 805-5569100943 Private Equity Fund 29,181 10,000
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES F United States 805-9409290268 Private Equity Fund 4,387 10,000
WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES D United States 805-1837766877 Other Private Fund FUND HAS CHARACTERISTICS OF A PRIVATE EQUITY FUND BUT OFFERS LIMITED REDEMPTION RIGHTS 12,137 10,000

WhaleScore history for WELCH & FORBES LLC

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