Falists
← Back to search

OLD WEST INVESTMENT MANAGEMENT, LLC

CRD 148343 · SEC 801-69604

Visit website

601 SOUTH FIGUEROA STREET, SUITE 1975, LOS ANGELES, CA, 90017, United States

Phone

(213) 943-1740

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$915.7M

Discretionary AUM

$903.0M

Team

8 total employees; 8 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)MODEL PROVIDER

Client types

TypeClientsAUM
Individuals53$11.5M
High net worth individuals735$330.3M
Pooled investment vehicles6$511.1M
Corporations/business entities48$24.5M

States served

AZ, CA, DE, GA, ID, IL, IN, LA, MN, NV, NJ, NY, NC, PA, TN, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD