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Juan Carlos Lorenzo

Welcy Capital Advisors LLC

Maplewood, NJ

Miami, FL

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Current Employers
Welcy Capital Advisors Llc

1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-16
  • NJ RA
    APPROVED
    Since 2025-04-16

Branch Locations

Maplewood, NJ • United States

1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Co. New York NY 02/2007 09/2019
Jefferies Llc New York NY 09/2019 03/2023
Welcy Capital Advisors Llc Miami FL 04/2024 Present
Prival Credit Opportunities Fund I Gp, Llc Miami FL 04/2024 Present
Salter Place Partners Llc Maplewood NJ 03/2023 04/2024
  • 02/2007 → 09/2019
    Goldman Sachs & Co.
    New York, NY
  • 09/2019 → 03/2023
    Jefferies Llc
    New York, NY
  • 04/2024 → Present
    Miami, FL
  • 04/2024 → Present
    Prival Credit Opportunities Fund I Gp, Llc
    Miami, FL
  • 03/2023 → 04/2024
    Salter Place Partners Llc
    Maplewood, NJ
Other Businesses

As of 02/01/2019, Mr. Juan Lorenzo is a Member of the Board of Advisors of the University of Oregon, Charles H. Lundquist School of Business located in Eugene OR. He devotes 1 hour a month during non business hours and 0 during business hours. Not investment related. Salter Place Partners LLC, 03/23, New Jersey, manager, not-investment related, 1 hours a month during non-business hours and 0 during business hours, previously utilized for consulting, currently a non-operating company. Ganadera Lorenzo, S.A., Republic of Panama, 01/2009, member of the board of directors, non-investment related. Approximately 2 hours per month, not during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-10
S63 Uniform Securities Agent State Law Examination 2005-10-11
  • S66 Uniform Combined State Law Examination
    2025-04-10
  • S63 Uniform Securities Agent State Law Examination
    2005-10-11
Other Names
  • Juan C Lorenzo

View on SEC IAPD

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