OLD WELL PARTNERS, LLC

https://www.linkedin.com/company/old-well/ CHARLOTTE, NC Investment Advisor How do I update this listing?

OLD Well Partners is based out of Charlotte. OLD Well Partners is a large advisory firm with 9 clients and discretionary assets under management (AUM) of $275,485,093 (Form ADV from 2019-03-26). Their last reported 13F filing for Q4 2019 included $124,053,000 in managed 13F securities and a top 10 holdings concentration of 68.68%. OLD Well Partners's largest holding is TAL Education Group American Depositary ADR with shares held of 246,069. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 11.51%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

OLD WELL PARTNERS, LLC
Classified as Hedge Fund
150 BREVARD COURT
CHARLOTTE NC    28202
Country: United States

Business Phone: (704) 248-0380
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 275,485,000
Total Number of Clients: 9
Amount of client funds and securities by related persons: 275,485,000
Total Number of clients from related persons: 9
Disclosures:
Data above was derived from SEC filings.

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