Overview
Assets Under Management: $402 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 452
Average Client Assets: $414,083
Frequently Asked Questions
OLD WEST INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148343), OLD WEST INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OLD WEST INVESTMENT MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
OLD WEST INVESTMENT MANAGEMENT, LLC serves 452 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, OLD WEST INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
OLD WEST INVESTMENT MANAGEMENT, LLC manages $402 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, OLD WEST INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 452
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.28
Average High-Net-Worth Client Assets: $414,083
Total Client Accounts: 328
Discretionary Accounts: 322
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 148343
Last Filing Date: 2024-11-01 00:00:00
Website: https://oldwestim.com