OLD WELL PARTNERS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 285195
- Registered since
- March 28, 2025
- Website
- www.oldwellpartners.com
Firm profile
FINTRXOverview
Old Well Partners, LLC is a privately held limited liability company that functions as an adviser and sponsor of pooled investment vehicles. The firm is SEC-registered (registration year listed as 2025) and is individually owned. It is not positioned as a capital allocator; instead it serves as sponsor, general partner and managing member for the funds it runs. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MEGAN WHITE
Chief Operating OfficerCRD 4822626
Contacts
1 of 1CAMPBELL WILSON
FounderCRD 6718956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 1910 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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