OLD WELL PARTNERS, LLC

other names
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Adviser Profile
As of Date 08/22/2024
Adviser Type - Large advisory firm
Number of Employees 3 -50.00%
of those in investment advisory functions 2 -50.00%
Registration SEC, Approved, 04/27/2018
Other registrations (1)
AUM* 384,002,553 -6.48%
of that, discretionary 384,002,553 -6.48%
Private Fund GAV* 384,002,553 -6.48%
Avg Account Size 32,000,213 -6.48%
SMA’s No
Private Funds 7
Contact Info (70 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
624M 535M 446M 357M 268M 178M 89M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$301,667,224
Fund TypePrivate Equity Fund Count3 GAV$82,335,329

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Brochure Summary

Overview

A. Old Well Partners, LLC (“Old Well” or the “Firm”) is a Delaware limited liability company formed in 2015 as an investment adviser. Old Well is entirely owned by Campbell Wilson who also serves as the Firm’s Principal and Chief Executive Officer. B. The Firm pursues investment strategies on behalf of clients by seeking to provide attractive risk-adjusted returns through primarily long investment strategies in the global equity markets. Old Well may also invest in preferred stocks, warrants, rights, options, swaps, and other derivative instruments, bonds and other fixed income securities, futures, and money market instruments. The Firm occasionally engages in short selling for select strategies. C. Old Well manages investments for clients in accordance with the investment objectives, strategies, guidelines, and terms and conditions, as outlined in applicable governing documents. Old Well provides investment advisory services to several private funds (each, a “Fund” or “Client,” or collectively, “Funds” or “Clients”) in accordance with each Fund’s respective governing documents,
but does not, however, provide individualized investment advice or tailor its advisory services to the individual needs of investors in any Fund (“Investors”). Nonetheless, Old Well may enter into side letters with certain Investors in the future which would alter or supplement the terms applicable to such Investor’s investment in a Fund. Should Old Well provide advisory services to Clients on a separately managed account basis (“SMAs”), it is anticipated that such services would be individually tailored to such Clients. D. Old Well does not participate in wrap-fee programs. E. The Firm manages $384,002,553 on a discretionary basis as of December 31, 2023. Investors should review not only this brochure, but also the full contents of the Confidential Private Offering Memorandum (“CPOM”) for any Fund in which they are considering investing. This brochure is intended to be a general summary of advisory services provided by Old Well to its general Client base. This brochure is both supplemented and superseded by the CPOM for each Fund.