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
| Title | Founder/Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1998 |
Octagon Asset Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1998 |