WELTERLEN EQUITY PARTNERS

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Welterlen Equity Partners-III LP is a new California Limited Partnership formed to enable private investment in the Welterlen Equity Partners Trading Fund. We are launching a new variation of our original fund that has been successful for more than 10 years. This new fund has two distinct advantages. We have created a way to achieve superior returns while providing: - Complete confidentiality along with - Tax-free earnings for the Limited Partners. This is accomplished through the... way we have structured dividend distributions. We are allowing the Limited Partners to re-invest all accrued dividends for the full term of the partnership, a period of 5 years. At the end of this 5-year term the partnership will be liquidated and the Limited Partners will receive a simple return of capital. During the duration of the fundโ€™s term the General Partner will pay all relevant and necessary taxes so that the Limited Partners incur no personal tax liability. This new variation does two very important things. First, as stated above, Limited Partners do not incur a personal tax liability for the profits of the fund and second, because there are no K-1 distributions, no tax ID or income information needs to be passed along to the tax authority. This allows a level of confidentiality that was previously not available to Limited Partners. The only requirement is that the Limited Partners keep their investment on file within the fund for the full term of the partnership, 5 years. This new approach is one that allows maximum returns, minimal risk, tax-preferred status and complete confidentiality. We welcome you to take advantage of this newest trend, to come โ€œon-shoreโ€ (but under the radar) when seeking a tax advantaged, confidential investment rather going โ€œoff-shoreโ€ where so much scrutiny and regulation are being focused of late.

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WELTERLEN EQUITY PARTNERS

Industry:
Finance Venture Capital

Founded:
2005-07-01

Status:
Active

Total Funding:
0


Current Employees Featured

paul-welterlen_image

Paul Welterlen
Paul Welterlen Chief Executive Officer @ Welterlen Equity Partners
Chief Executive Officer

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