Old Well Partners, LLC
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Overview
Old Well Partners, LLC operates as a financial advisor company based in Charlotte, North Carolina. Old Well Partners, LLC manages $410.6 million in assets throughout 12 accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). Old Well Partners, LLC has a small team, including 4 financial advisors. Old Well Partners, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, bonds and options.
Old Well Partners, LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction decisions for the client's account without requiring client consent. The advisory firm's typical account size is $34.2 million. An average advisor at Old Well Partners, LLC administers around three client accounts, placing it among the most individualized firms in the country.
Old Well Partners, LLC's main office is located at 150 Brevard Court, Charlotte, North Carolina 28202. It is registered to provide services to clients in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Old Well Partners, LLC by the Numbers
$410.6 million
6
12
$34.2 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by the company may include the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its 12 customers, Old Well Partners, LLC's biggest client type is pooled investment vehicles. About 42% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Old Well Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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