RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF FINANCIAL OFFICERNA Control
KLEIN, MICHEAL, PATRICICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICERNA Control
SMITH, BRIAN, PHILLIPICHIEF TECHNOLOGY OFFICERNA Control
SMITH, BRIAN, PHILLIPICHIEF TECHNOLOGY OFFICERNA Control
SMITH, BRIAN, PHILLIPICHIEF TECHNOLOGY OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WHITE, MEGAN, NICOLEICHIEF OPERATING OFFICERNA Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
WILSON, CAMPBELL, MCNAIRICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
Wilson, CampbellICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control
Wilson, CampbellICHIEF EXECUTIVE OFFICERE Control
Wilson, CampbellICHIEF EXECUTIVE OFFICERE Control
Wilson, CampbellICHIEF EXECUTIVE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

ERA
Mar 28, 2025 REGISTERED

Notice Filings (1)

NC

Address

1910 SOUTH BLVD
SUITE 200
CHARLOTTE, NC 28203
United States
Phone: (704) 248-0380