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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:04 AM ET

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Patrick Welton

Named as an officer, director or promoter on SEC Form D filings · CA · Aug 13, 2009 → Feb 20, 2026

5deals (issuers)
$833.7Mreported sold
108investors
40Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Patrick Welton is listed as an executive officer, director, and promoter on 40 SEC Form D filings by 5 issuers between Aug 2009 and Feb 2026: Welton Capital Markets Fund, Ltd. - Class G (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2010–2026; $416.1M reported sold to 15 investors), Welton Capital Markets Fund LLC - Series G (Carmel, CA — pooled investment fund — 2009–2026; $262.3M reported sold to 62 investors), Welton Global Quantitative Equity Fund Ltd. (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2016; $73.1M reported sold to 8 investors), Welton Global Quantitative Equity Fund LLC (Carmel, CA — pooled investment fund — 2015–2022; $50.6M reported sold to 21 investors) and Welton Paragon Fund LLC (Carmel, CA — pooled investment fund — 2017–2020; $31.7M reported sold to 2 investors).

What this means A repeat sponsor — 5 separate companies raised money with this person listed as executive officer, director, and promoter, over about 17 years. Across those companies the filings report $833.7M sold in total.

Listed alongside David Nowlin (35 shared filings), Guillaume Detrait (30 shared filings), Todd Merrell (18 shared filings), James Keyes (10 shared filings), Paul Stevenson (10 shared filings) and 5 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Patrick. Each name links to their own page.

All 5 issuers belong to the sponsor group Welton (9 issuers, $520.1M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Welton has 9 companies on file and $520.1M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 40 public filings for Patrick Welton and found 16 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Patrick Welton has not run yet — it is joining a line of 5,655 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Patrick Welton..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

16 differences found between the filings for Patrick Welton — 5 worth asking about (compared 40 filings on Oct 24, 2026)

Worth asking · Jun 29, 2016 – Jun 28, 2017

Amount sold went down between filings — Welton Global Quantitative Equity Fund LLC

The Jun 29, 2016 filing says $50,575,000 sold; the Jun 28, 2017 Form D/A says $26,705,000 sold — $23,870,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jun 29, 2016 ↗Form D/A (later) · Jun 28, 2017 ↗Welton Global Quantitative Equity Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 29, 2016 – Jun 28, 2017

Investor count went down between filings — Welton Global Quantitative Equity Fund LLC

The Jun 29, 2016 filing reports 21 investors; the Jun 28, 2017 Form D/A reports 18 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jun 29, 2016 ↗Form D/A (later) · Jun 28, 2017 ↗Welton Global Quantitative Equity Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Feb 23, 2024 – Feb 20, 2026

4 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: Deep Wealth SA — Welton Capital Markets Fund LLC - Series G · Paid seller listed without a CRD number: Eureka Capital Partners Pte Ltd. — Welton Capital Markets Fund LLC - Series G · Paid seller listed without a CRD number: International Asset Management Ltd. — Welton Capital Markets Fund LLC - Series G · Paid seller listed without a CRD number: Generation Alfa — Welton Capital Markets Fund LLC - Series G

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Feb 20, 2026 ↗BrokerCheck search: Deep Wealth SA ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗BrokerCheck search: Eureka Capital Partners Pte Ltd. ↗
Sources
Worth asking · Aug 1, 2009 – Apr 18, 2017

4 Form Ds were filed more than 15 days after the first sale

Form D filed 954 days after the first sale — Welton Capital Markets Fund LLC - Series G · Form D filed 17 days after the first sale — Welton Paragon Fund LLC · Form D filed 60 days after the first sale — Welton Global Quantitative Equity Fund Ltd. · Form D filed 27 days after the first sale — Welton Global Quantitative Equity Fund LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Mar 12, 2012 ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗Form D · Apr 18, 2017 ↗Welton Paragon Fund LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 1, 2016 – Jun 28, 2017

Patrick Welton is no longer listed on the Jun 28, 2017 amendment — Welton Global Quantitative Equity Fund Ltd.

Patrick Welton appears on the Mar 1, 2016 Form D (director) but not on the Jun 28, 2017 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Mar 1, 2016 ↗Form D/A · Jun 28, 2017 ↗Patrick Welton — PartnerFacts page ↗Welton Global Quantitative Equity Fund Ltd. — PartnerFacts page ↗
Sources
Note · Mar 7, 2016 – Feb 21, 2025

Patrick Welton's role changed at Welton Capital Markets Fund, Ltd. - Class G: director → executive officer

The Mar 7, 2016 filing lists Patrick Welton as director; the Feb 21, 2025 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 7, 2016 ↗Form D/A · Feb 21, 2025 ↗Patrick Welton — PartnerFacts page ↗Welton Capital Markets Fund, Ltd. - Class G — PartnerFacts page ↗
Sources
Note · Feb 23, 2022 – Feb 23, 2023

Patrick Welton's role changed at Welton Capital Markets Fund LLC - Series G: executive officer, promoter → executive officer

The Feb 23, 2022 filing lists Patrick Welton as executive officer, promoter; the Feb 23, 2023 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Feb 23, 2022 ↗Form D/A · Feb 23, 2023 ↗Patrick Welton — PartnerFacts page ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗
Sources
Note · Jun 2, 2015 – Jun 17, 2022

No amendment in the last 12 months on an offering that may still be open — Welton Global Quantitative Equity Fund LLC (latest filing Jun 17, 2022)

The latest filing for this offering is dated Jun 17, 2022 (first sale Jun 2, 2015). It reports $26,925,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jun 17, 2022 ↗Welton Global Quantitative Equity Fund LLC — PartnerFacts page ↗
Sources
Note · Apr 1, 2017 – Apr 16, 2020

No amendment in the last 12 months on an offering that may still be open — Welton Paragon Fund LLC (latest filing Apr 16, 2020)

The latest filing for this offering is dated Apr 16, 2020 (first sale Apr 1, 2017). It reports $31,700,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Apr 16, 2020 ↗Welton Paragon Fund LLC — PartnerFacts page ↗
Sources
Note · Aug 1, 2009 – Mar 14, 2011

No amendment in the last 12 months on an offering that may still be open — Welton Capital Markets Fund LLC - Series G (latest filing Mar 14, 2011)

The latest filing for this offering is dated Mar 14, 2011 (first sale Aug 1, 2009). It reports $24,346,818 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 14, 2011 ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗
Sources
Note · Aug 13, 2009 – Mar 16, 2010

Patrick Welton is written 2 different ways on the filings

listed as "Patrick Welton" on 32 filings (from Aug 13, 2009), and "Patrick L. Welton" on 8 filings (from Mar 16, 2010).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Aug 13, 2009 ↗Form D/A · Mar 16, 2010 ↗Patrick Welton — PartnerFacts page ↗
Sources
Note · Mar 2, 2018 – Mar 1, 2019

Address moved from Hamilton, Bermuda (as filed: D0) to Carmel, CA — Welton Capital Markets Fund, Ltd. - Class G

The people listed on the Mar 2, 2018 filing give Hamilton, Bermuda (as filed: D0); on the Mar 1, 2019 filing they give Carmel, CA. The address now on file (C/O Walkers Corporate (Bermuda) Ltd, Park Place, 55 Par-La-Ville Road, Hamilton, Bermuda (as filed: D0)) is a registered-agent or shared-office address used by 4 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Mar 2, 2018 ↗Form D/A · Mar 1, 2019 ↗Welton Capital Markets Fund, Ltd. - Class G — PartnerFacts page ↗
Sources
Note · Mar 3, 2017 – Mar 2, 2018

Address moved from Carmel, CA to Hamilton, Bermuda (as filed: D0) — Welton Capital Markets Fund, Ltd. - Class G

The people listed on the Mar 3, 2017 filing give Carmel, CA; on the Mar 2, 2018 filing they give Hamilton, Bermuda (as filed: D0). The address now on file (C/O Walkers Corporate (Bermuda) Ltd, Park Place, 55 Par-La-Ville Road, Hamilton, Bermuda (as filed: D0)) is a registered-agent or shared-office address used by 4 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Form D/A · Mar 3, 2017 ↗Form D/A · Mar 2, 2018 ↗Welton Capital Markets Fund, Ltd. - Class G — PartnerFacts page ↗
Sources
Note · Feb 23, 2022 – Feb 23, 2023

Minimum investment changed between filings — Welton Capital Markets Fund LLC - Series G

The Feb 23, 2022 filing lists a minimum of $200,000; the Feb 23, 2023 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Feb 23, 2022 ↗Form D/A (later) · Feb 23, 2023 ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗
Sources
Note · Jun 17, 2021 – Jun 17, 2022

Minimum investment changed between filings — Welton Global Quantitative Equity Fund LLC

The Jun 17, 2021 filing lists a minimum of $1,000,000; the Jun 17, 2022 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jun 17, 2021 ↗Form D/A (later) · Jun 17, 2022 ↗Welton Global Quantitative Equity Fund LLC — PartnerFacts page ↗
Sources
Note · Mar 12, 2012 – Mar 12, 2013

Minimum investment changed between filings — Welton Capital Markets Fund LLC - Series G

The Mar 12, 2012 filing lists a minimum of $250,000; the Mar 12, 2013 Form D/A lists $200,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Mar 12, 2012 ↗Form D/A (later) · Mar 12, 2013 ↗Welton Capital Markets Fund LLC - Series G — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 6 offerings report sales commissions totalling $1,057,872; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 20, 2026 D/A
Welton Capital Markets Fund, Ltd. - Class G
File 021-129731
$598,227 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors are paid customary directors' fees.
EATON PARTNERS, LLC BrokerCheck CRD 000031170 ↗
TGP SECURITIES, INC. BrokerCheck CRD 000159008 ↗
via Richard Landsberger (CRD 000871581 ↗)

HOLLISTER ASSOCIATES, LLC BrokerCheck CRD 000173366 ↗
EUROLINK SECURITIES LLC BrokerCheck CRD 000165041 ↗		EDGAR ↗
Feb 20, 2026 D/A
Welton Capital Markets Fund LLC - Series G
File 021-174757
$371,645 (est.)$0 (est.)$0 (est.)
The Investment Manager/Managing Member receives customary management fees.
EATON PARTNERS, LLC BrokerCheck CRD 000031170 ↗
OPPENHEIMER & CO. INC. BrokerCheck CRD 000000249 ↗
EUROLINK SECURITIES LLC BrokerCheck CRD 000165041 ↗
HOLLISTER ASSOCIATES, LLC BrokerCheck CRD 000173366 ↗
Deep Wealth SA no CRD number reported
Eureka Capital Partners Pte Ltd. no CRD number reported
International Asset Management Ltd. no CRD number reported
Generation Alfa no CRD number reported		EDGAR ↗
Jun 17, 2022 D/A
Welton Global Quantitative Equity Fund LLC
File 021-242655
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗EDGAR ↗
Apr 16, 2020 D/A
Welton Paragon Fund LLC
File 021-285043
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2016 D
Welton Global Quantitative Equity Fund Ltd.
File 021-258289
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2011 D/A
Welton Capital Markets Fund LLC - Series G
File 021-133606
$88,000 (est.)$0$0C.P. Eaton Partners, LLC BrokerCheck CRD 31170 ↗
via C.P. Eaton Partners, LLC (CRD 31170 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 5

Every issuer that named Patrick Welton on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

WC
Pooled Investment Fund · group: Welton

Welton Capital Markets Fund, Ltd. - Class G

Hamilton, Bermuda (as filed: D0) · Mar 16, 2010 → Feb 20, 2026 · 9 filings
  • Feb 20, 2026 · D/A · $41,675,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (Chief Investment Officer of the Investment Manager) EDGAR ↗
  • Feb 21, 2025 · D/A · $41,675,000 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer (Chief Investment Officer of the Investment Manager) EDGAR ↗
  • Mar 7, 2016 · D/A · $412,006,303 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 5, 2015 · D/A · $411,856,303 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 6, 2014 · D/A · $411,856,303 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2013 · D/A · $411,656,303 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2012 · D/A · $411,556,303 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 14, 2011 · D/A · $305,025,857 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 16, 2010 · D/A · $281,606,885 sold of Indefinite · 3 investors · min. $100,000 · role: Director EDGAR ↗

Raised $416.1M from 15 investors as of the latest filing. Patrick is listed as executive officer, director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WC
Pooled Investment Fund · group: Welton

Welton Capital Markets Fund LLC - Series G

Carmel, CA · Aug 13, 2009 → Feb 20, 2026 · 18 filings
  • Feb 20, 2026 · D/A · $262,272,117 sold of Indefinite · 62 investors · min. $100,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Feb 21, 2025 · D/A · $262,092,117 sold of Indefinite · 62 investors · min. $100,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Feb 23, 2024 · D/A · $261,692,117 sold of Indefinite · 61 investors · min. $100,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Feb 23, 2023 · D/A · $227,014,750 sold of Indefinite · 54 investors · min. $100,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Feb 23, 2022 · D/A · $211,689,750 sold of Indefinite · 51 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member) EDGAR ↗
  • Feb 25, 2021 · D/A · $171,689,750 sold of Indefinite · 51 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member) EDGAR ↗
  • Feb 28, 2020 · D/A · $171,689,750 sold of Indefinite · 51 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member) EDGAR ↗
  • Mar 1, 2019 · D/A · $171,489,750 sold of Indefinite · 50 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member) EDGAR ↗
  • Mar 2, 2018 · D/A · $170,297,818 sold of Indefinite · 48 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 3, 2017 · D/A · $169,297,818 sold of Indefinite · 48 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 4, 2016 · D/A · $169,296,818 sold of Indefinite · 47 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 5, 2015 · D/A · $165,776,818 sold of Indefinite · 46 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 6, 2014 · D/A · $165,276,818 sold of Indefinite · 46 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 12, 2013 · D/A · $161,156,818 sold of Indefinite · 46 investors · min. $200,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 12, 2012 · D · $145,606,818 sold of Indefinite · 44 investors · min. $250,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 14, 2011 · D/A · $24,346,818 sold of Indefinite · 28 investors · min. $250,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Mar 16, 2010 · D/A · $22,191,708 sold of Indefinite · 17 investors · min. $250,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗
  • Aug 13, 2009 · D · $18,764,680 sold of Indefinite · 17 investors · min. $250,000 · role: Executive Officer, Promoter (Chief Executive Officer of the Managing Member) EDGAR ↗

Raised $262.3M from 62 investors as of the latest filing. Patrick is listed as executive officer, promoter on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WG
Pooled Investment Fund · group: Welton

Welton Global Quantitative Equity Fund LLC

Carmel, CA · Jun 29, 2015 → Jun 17, 2022 · 8 filings
  • Jun 17, 2022 · D/A · $26,925,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Managing Member) EDGAR ↗
  • Jun 17, 2021 · D/A · $26,925,000 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Jun 30, 2020 · D/A · $26,925,000 sold of Indefinite · 19 investors · min. $1,000,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Jun 28, 2019 · D/A · $26,805,000 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Managing Member) EDGAR ↗
  • Jun 26, 2018 · D/A · $26,705,000 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Mr. Welton is the Chief Executive Officer of the Issuer's managing member.) EDGAR ↗
  • Jun 28, 2017 · D/A · $26,705,000 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Mr. Welton is the Chief Executive Officer of the Issuer's managing member.) EDGAR ↗
  • Jun 29, 2016 · D/A · $50,575,000 sold of Indefinite · 21 investors · min. $1,000,000 · role: Executive Officer (Mr. Welton is the Chief Executive Officer of the Issuer's managing member.) EDGAR ↗
  • Jun 29, 2015 · D · $11,000,000 sold of Indefinite · 13 investors · min. $1,000,000 · role: Executive Officer (Mr. Welton is the Chief Executive Officer of the Issuer's managing member.) EDGAR ↗

Raised $50.6M from 21 investors as of the latest filing. Patrick is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WP
Pooled Investment Fund · group: Welton

Welton Paragon Fund LLC

Carmel, CA · Apr 18, 2017 → Apr 16, 2020 · 4 filings
  • Apr 16, 2020 · D/A · $31,700,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Chief Investment Officer of the Managing Member and Investment Manager of the Issuer.) EDGAR ↗
  • Apr 17, 2019 · D/A · $31,700,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the Managing Member and Investment Manager of the Issuer.) EDGAR ↗
  • Apr 13, 2018 · D/A · $31,700,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the Managing Member and Investment Manager of the Issuer.) EDGAR ↗
  • Apr 18, 2017 · D · $30,700,000 sold of Indefinite · 2 investors · min. $250,000 · role: Executive Officer (Chief Executive Officer and Chief Investment Officer of the Managing Member and Investment Manager of the Issuer.) EDGAR ↗

Raised $31.7M from 2 investors as of the latest filing. Patrick is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WG
Pooled Investment Fund · group: Welton

Welton Global Quantitative Equity Fund Ltd.

Hamilton, Bermuda (as filed: D0) · Mar 1, 2016
  • Mar 1, 2016 · D · $3,500,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $73.1M from 8 investors as of the latest filing. Patrick is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Patrick 10

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

WI
Management entity

Welton Investment Partners LLC

Executive Officer · 7 shared filings (3 issuers) · also on 4 other issuers

Welton Investment Partners LLC is on 7 issuers in total — a repeat sponsor. Their page lists every one.

DN
No photo found yet (own website and image search run after this page is viewed)
Person

David Nowlin

Executive Officer, Director · 35 shared filings (4 issuers) · also on 2 other issuers

David Nowlin is on 6 issuers in total — a repeat sponsor. Their page lists every one.

GD
No photo found yet (own website and image search run after this page is viewed)
Person

Guillaume Detrait

Executive Officer · 30 shared filings (4 issuers) · also on 2 other issuers

Guillaume Detrait is on 6 issuers in total — a repeat sponsor. Their page lists every one.

TM
No photo found yet (own website and image search run after this page is viewed)
Person

Todd Merrell

Executive Officer · 18 shared filings (4 issuers)

Listed on the same filings as Patrick Welton. Their page shows their other deals.

PS
No photo found yet (own website and image search run after this page is viewed)
Person

Paul Stevenson

Director · 10 shared filings (2 issuers) · also on 103 other issuers

Paul Stevenson is on 105 issuers in total — a repeat sponsor. Their page lists every one.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

James Keyes

Director · 10 shared filings (2 issuers) · also on 125 other issuers

James Keyes is on 127 issuers in total — a repeat sponsor. Their page lists every one.

BW
No photo found yet (own website and image search run after this page is viewed)
Person

Basil Williams

Executive Officer · 7 shared filings (3 issuers) · also on 8 other issuers

Basil Williams is on 11 issuers in total — a repeat sponsor. Their page lists every one.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Annette Welton

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Patrick Welton. Their page shows their other deals.

BH
No photo found yet (own website and image search run after this page is viewed)
Person

Brent Hankins

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Patrick Welton. Their page shows their other deals.

JH
No photo found yet (own website and image search run after this page is viewed)
Person

Jerry Harris

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Patrick Welton. Their page shows their other deals.

The team behind the deals

W
Sponsor group

Welton

9 issuers · 72 filings · $520.1M reported sold · 2009–2026

One team, 9 deal companies. Patrick Welton is listed on 5 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Patrick Welton.

Same business address

1 other issuer file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 4 of the 5 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Welton Capital Markets Fund LLC - Series G, Welton Capital Markets Fund, Ltd. - Class G, Welton Global Quantitative Equity Fund LLC, Welton Global Quantitative Equity Fund Ltd..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Patrick Welton by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 5 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick Welton is listed on: none on file. No website or social profile named in Welton Capital Markets Fund, Ltd. - Class G's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #40,799 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Hamilton, D0). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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