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Caldwell Mead Welles

Founder/Managing PartnerOctagon Asset Management, LLCCRD 2137334

About Caldwell Mead Welles

Caldwell Mead Welles is listed as Founder/Managing Partner at Octagon Asset Management, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%. Caldwell Mead Welles is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Octagon Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Caldwell Mead Welles work?

Caldwell Mead Welles is listed as Founder/Managing Partner at Octagon Asset Management, LLC on SEC Form ADV.

How much of Octagon Asset Management, LLC does Caldwell Mead Welles own?

Form ADV reports a beneficial ownership band of Under 5%.

Octagon Asset Management, LLC

TitleFounder/Managing Partner
OwnershipUnder 5%
Control personYes
Since1998
View Octagon Asset Management, LLC →

Octagon Asset Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since1998
View Octagon Asset Management, LLC →