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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

OLD WELL PARTNERS, LLC

CRD 285195

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d7ba84a-489f-b2d5-14ce-f95c11706d9e

Data as of Aug 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 9
On other graphs: 2
Observed: Mar 28, 2018 to Aug 22, 2024
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

OLD Well Partners, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

OLD Well Partners, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $384MItem 5.F on the latest filing (2024-08-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $384M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 12
Private funds: 7Schedule D 7.B(1)
Private fund GAV: $384Mgross asset value as reported per fund; never fund size
Custody, client assets: $384M
SEC number: 801-112996
CRD: 285195
Filings on the tape: 10
First filed: Mar 28, 2018
Latest filed: Aug 22, 2024
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OLD WELL EMERGING MARKETS MASTER FUND, L.P.	Hedge Fund	$171M	Aug 22, 2024	35	Oct 21, 2016	reported	021-308487
OLD WELL PARTNERS MASTER FUND, L.P.	Hedge Fund	$99.6M	Aug 22, 2024	77	Oct 21, 2016	reported	021-267188
OLD WELL SPECIAL OPPORTUNITIES FUND I, LLC	Private Equity Fund	$75.9M	Aug 22, 2024	21	Mar 26, 2019	reported	n/a
OLD WELL JAPAN FUND, LTD.	Hedge Fund	$24.9M	Aug 22, 2024	3	Mar 28, 2018	reported	021-308522
OLD WELL CHINA FUND, LP	Hedge Fund	$5.9M	Aug 22, 2024	0	Mar 23, 2020	reported	021-342999
OLD WELL SPECIAL OPPORTUNITIES FUND II, LLC	Private Equity Fund	$4.4M	Aug 22, 2024	22	Mar 28, 2022	reported	n/a
OLD WELL SPECIAL OPPORTUNITIES FUND III, LLC	Private Equity Fund	$2.0M	Aug 22, 2024	14	Mar 23, 2023	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHITE, MEGAN, NICOLE	CHIEF OPERATING OFFICER	Na	yes	03/2019	Mar 25, 2021	Aug 22, 2024
WILSON, CAMPBELL, MCNAIR	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	yes	10/2015	Mar 28, 2018	Aug 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OLD WELL PARTNERS CHINA GP, LLC	n/a	n/a	n/a	N	yes	n/a
OLD WELL PARTNERS GP, LLC	n/a	n/a	n/a	N	yes	n/a
OLD WELL SPECIAL OPPORTUNITIES GP I, LLC	n/a	n/a	n/a	N	yes	n/a
OLD WELL SPECIAL OPPORTUNITIES GP II, LLC	n/a	n/a	n/a	N	yes	n/a
OLD WELL SPECIAL OPPORTUNITIES GP III, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2023	Mar 26, 2024	$384M	$384M	5	3	7	$384M
2022	Mar 23, 2023	$411M	$411M	6	4	7	$411M
2021	Mar 28, 2022	$621M	$621M	10	6	6	$621M
2020	Mar 25, 2021	$624M	$624M	8	6	5	$624M
2019	Mar 23, 2020	$469M	$469M	8	6	5	$469M
2018	Mar 26, 2019	$275M	$275M	7	5	4	$275M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$384M	$411M	-6.5%	$624M	-15.0%	3	6	0	0

Relationships

Advises (7)

→ OLD WELL EMERGING MARKETS MASTER FUND, L.P.Private fundHedge Fund, IA
Oct 21, 2016 to presentfactForm ADV
→ OLD WELL CHINA FUND, LPPrivate fundHedge Fund, IA
Mar 23, 2020 to presentfactForm ADV
→ OLD WELL SPECIAL OPPORTUNITIES FUND I, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2019 to presentfactForm ADV
→ OLD WELL JAPAN FUND, LTD.Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ OLD WELL SPECIAL OPPORTUNITIES FUND II, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ OLD WELL PARTNERS MASTER FUND, L.P.Private fundHedge Fund, IA
Oct 21, 2016 to presentfactForm ADV
→ OLD WELL SPECIAL OPPORTUNITIES FUND III, LLCPrivate fundPrivate Equity Fund, IA
Mar 23, 2023 to presentfactForm ADV

Controls (2)

← WHITE, MEGAN, NICOLEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2021 to presentfactForm ADV
← WILSON, CAMPBELL, MCNAIROwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER, ownership code E, individual
Mar 28, 2018 to presentfactForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Old Well Partners, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $384.0M)
Form ADVobserved 5 days ago
$384M
Occurred
Jul 5, 2024
Control person left
Patric Micheal Klein (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Old Well Partners, Llc (listed 2024-03-26, absent 2024-07-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Regulatory AUM changed
Old Well Partners, Llc reported RAUM $410.6M, down 34% from $620.6M (2022-03-28 to 2023-03-23)
Form ADVobserved 5 days ago
$-210M
Occurred
Mar 23, 2023
Control person left
Phillip Brian Smith (Chief Technology Officer) no longer on Schedule A of Old Well Partners, Llc (listed 2022-03-28, absent 2023-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Regulatory AUM changed
Old Well Partners, Llc reported RAUM $624.4M, up 33% from $469.4M (2020-03-23 to 2021-03-25)
Form ADVobserved 5 days ago
$155M
Occurred
Mar 25, 2021
Control person joined
Nicole Megan White (Chief Operating Officer) appeared on Schedule A of Old Well Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Phillip Brian Smith (Chief Technology Officer) appeared on Schedule A of Old Well Partners, Llc
Form ADVobserved 5 days ago
Occurred
Mar 23, 2020
Regulatory AUM changed
Old Well Partners, Llc reported RAUM $469.4M, up 70% from $275.5M (2019-03-26 to 2020-03-23)
Form ADVobserved 5 days ago
$194M
Occurred
Mar 28, 2018
First Form ADV filing
Old Well Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d7ba84a-489f-b2d5-14ce-f95c11706d9e
First observed: Mar 28, 2018
Last observed: Aug 22, 2024 25 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLD WELL PARTNERS, LLC

CRD 285195

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d7ba84a-489f-b2d5-14ce-f95c11706d9e

Data as of Aug 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OLD WELL EMERGING MARKETS MASTER FUND, L.P.

Hedge Fund

$171M

Aug 22, 2024

Oct 21, 2016

reported

021-308487

OLD WELL PARTNERS MASTER FUND, L.P.

Hedge Fund

$99.6M

Aug 22, 2024

Oct 21, 2016

reported

021-267188

OLD WELL SPECIAL OPPORTUNITIES FUND I, LLC

Private Equity Fund

$75.9M

Aug 22, 2024

Mar 26, 2019

reported

n/a

OLD WELL JAPAN FUND, LTD.

Hedge Fund

$24.9M

Aug 22, 2024

Mar 28, 2018

reported

021-308522

OLD WELL CHINA FUND, LP

Hedge Fund

$5.9M

Aug 22, 2024

Mar 23, 2020

reported

021-342999

OLD WELL SPECIAL OPPORTUNITIES FUND II, LLC

Private Equity Fund

$4.4M

Aug 22, 2024

Mar 28, 2022

reported

n/a

OLD WELL SPECIAL OPPORTUNITIES FUND III, LLC

Private Equity Fund

$2.0M

Aug 22, 2024

Mar 23, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITE, MEGAN, NICOLE

CHIEF OPERATING OFFICER

yes

03/2019

Mar 25, 2021

Aug 22, 2024

WILSON, CAMPBELL, MCNAIR

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER

yes

10/2015

Mar 28, 2018

Aug 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OLD WELL PARTNERS CHINA GP, LLC

n/a

yes

n/a

OLD WELL PARTNERS GP, LLC

n/a

yes

n/a

OLD WELL SPECIAL OPPORTUNITIES GP I, LLC

n/a

yes

n/a

OLD WELL SPECIAL OPPORTUNITIES GP II, LLC

n/a

yes

n/a

OLD WELL SPECIAL OPPORTUNITIES GP III, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 26, 2024

$384M

2022

Mar 23, 2023

$411M

2021

Mar 28, 2022

$621M

2020

Mar 25, 2021

$624M

2019

Mar 23, 2020

$469M

2018

Mar 26, 2019

$275M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$384M

$411M

-6.5%

$624M

-15.0%