JAMES STEVEN WELCH
SEC file number 801-63716
· GRANTS PASS, OR
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$66M
Discretionary AUM
$66M
Employees
—
Clients
300
Firm
- Address
- 313 NW "A" STREET
GRANTS PASS, OR 97527 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- ALF IV REIT Jameson AL LLC Low name-match confidence · CIK 2052093 · FL
- ALF IV REIT Jameson AL SC LLC Low name-match confidence · CIK 2052092 · FL
- Blue Sky Self Storage James I Harrison LLC Low name-match confidence · CIK 2106505 · CO
- Creekwood at Jamestown Square Debt Investors LLC Low name-match confidence · CIK 2086687 · TX
- James Bay Distillers, Ltd. Low name-match confidence · CIK 1658749 · WA
- James-ED-0628 Fund I, a series of Platform Funds 2026, LP Low name-match confidence · CIK 2144493 · WA
- James & James Group, Inc. Low name-match confidence · CIK 2113130 · AR
- Jamesmark Bancshares, Inc. Low name-match confidence · CIK 1671220 · MO
- James Pelton 2nd Channel Drop LLC Low name-match confidence · CIK 2036900 · WY
- James Pelton Channel Drop LLC Low name-match confidence · CIK 2024796 · WY
- Jamestown Capital Fund I, LP Low name-match confidence · CIK 2081478 · DE
- Jamestown Fund LLC Low name-match confidence · CIK 2141758 · DE
-
Jamesmark Bancshares, Inc. · D · Sep 14, 2026$45M
-
James-ED-0628 Fund I, a series of Platform Funds 2026, LP · D · Jul 31, 2026$285.7K
-
Jamestown Fund LLC · D · Jun 24, 2026$4.5M
-
James & James Group, Inc. · D · Feb 26, 2026$4M
-
Blue Sky Self Storage James I Harrison LLC · D · Jan 22, 2026
-
Creekwood at Jamestown Square Debt Investors LLC · D · Sep 24, 2025$14M
-
Jamestown Capital Fund I, LP · D/A · Aug 21, 2025
-
Jamestown Capital Fund I, LP · D · Aug 20, 2025
-
ALF IV REIT Jameson AL SC LLC · D · Jan 29, 2025$125K
-
ALF IV REIT Jameson AL LLC · D · Jan 29, 2025$125K