Adviser Profile

As of Date 03/27/2025
Registration status Registration Changed to OLD WELL PARTNERS, LLC
ADV Location CHARLOTTE, NC, United States
Contact Info (70 xxxxxxx
Websites
AUM* 384,002,553
of that, discretionary 384,002,553
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 32,000,213
SMA’s No
Private Funds 0 7

Adviser Type

- Large advisory firm

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

Reported AUM

624M 535M 446M 357M 268M 178M 89M
2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary