← Tributary

OLD WELL PARTNERS, LLC

CHARLOTTE, NC · CRD 285195 · IAPD ↗ · (704) 248-0380

$384.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — OLD WELL PARTNERS, LLC (CHARLOTTE, NC) left the SEC roster (was $384.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.