RIA Intel›Advisers›North Carolina›OLD WELL PARTNERS, LLC

OLD WELL PARTNERS, LLC

Advisory

N·CHARLOTTE, NC

Data as of Aug 22, 2024 · Source: SEC Form ADV

Total AUM

$384M

1-Year AUM Growth

-6.5%

3-Year CAGR

-15.4%

Employees

2

Assets Under Management

Total AUM$384M

Discretionary AUM$384M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record10

First FilingMar 28, 2018

Latest FilingAug 22, 2024

🔒 Full AUM trend chart and 10 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLD WELL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.