OLD WELL PARTNERS, LLC
CRD #285195 SEC #802-132592 CHARLOTTE, NC (704) 248-0380
State Registered Exempt Reporting Private Funds
Total AUM
$384M
Discretionary
$384M
Employees
3
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $384M | $384M | $0 | 3 | 0 |
| Jul 2024 | $384M | $384M | $0 | 3 | 0 |
| Mar 2024 | $384M | $384M | $0 | 5 | 0 |
| Mar 2023 | $410.6M | $410.6M | $0 | 6 | 0 |
| Mar 2022 | $620.6M | $620.6M | $0 | 10 | 0 |
| Sep 2021 | $624.4M | $624.4M | $0 | 8 | 0 |
| Mar 2021 | $624.4M | $624.4M | $0 | 8 | 0 |
| Mar 2020 | $469.4M | $469.4M | $0 | 8 | 0 |
| Mar 2019 | $275.5M | $275.5M | $0 | 7 | 0 |
| Mar 2018 | $248.9M | $248.9M | $0 | 5 | 0 |
DateAug 2024
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$410.6M
Discretionary$410.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$620.6M
Discretionary$620.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$624.4M
Discretionary$624.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$624.4M
Discretionary$624.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$469.4M
Discretionary$469.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$275.5M
Discretionary$275.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$248.9M
Discretionary$248.9M
Non-Disc.$0
Employees5
Clients0