# Old Well Partners, LLC

> Old Well Partners, LLC is an exempt reporting adviser in Charlotte, NC, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 285195
- Filed as: OLD WELL PARTNERS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285195
- AdvisorCensus page: https://advisorcensus.com/firm/old-well-partners-llc-charlotte-nc-285195

## Quick answers

**Where is Old Well Partners, LLC located?**
Old Well Partners, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**How does Old Well Partners, LLC report to regulators?**
Old Well Partners, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 285195.

**How have Old Well Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Old Well Partners, LLC: Regulatory assets under management: $624,405,855 in the October 2021 data and $384,002,553 in the October 2024 data, down 39%. Total employees: 8 in October 2021 and 3 in October 2024. Assets under management move with markets as well as with clients coming and going.

**Does Old Well Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285195

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldwellpartners.com/login
- LinkedIn @old-well

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $624,405,855 | 8 | September 24, 2021 |
| October 2022 | $620,567,649 | 10 | March 28, 2022 |
| October 2023 | $410,630,032 | 6 | March 23, 2023 |
| October 2024 | $384,002,553 | 3 | August 22, 2024 |
| October 2025 | Not reported | Not reported | March 28, 2025 |
| October 2026 | Not reported | Not reported | January 30, 2026 |

Regulatory assets under management: $624,405,855 in the October 2021 data and $384,002,553 in the October 2024 data, down 39%.
Total employees: 8 in October 2021 and 3 in October 2024.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Old Well Partners, LLC (CRD 285195): Form ADV filing data as of October 2026.