1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OLD WEST INVESTMENT MANAGEMENT, LLC

Map pinLOS ANGELES, CA
Phone(213) 943-1740
NotebookSEC #801-69604
Total AUM
$915.7M
Employees
8
Clients
844

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 SOUTH FIGUEROA STREET
SUITE 1975
LOS ANGELES
CA 90017
United States
Operating Hours
6:00 AM - 5:00 PM
Monday - Friday
Phone
(213) 943-1740

ReceiptFinancials

Total AUM
$915.7M
Accounts
847
Discretionary
$903M
Accounts
841
Non-Discretionary
$12.6M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
53
AUM
$11.5M
HNW Individual Clients
735
AUM
$330.3M
Pooled Vehicle Clients
6
AUM
$511.1M
Charitable Organization Clients
1
AUM
$11.3M
Government Entity Clients
1
AUM
$27.1M
Corporation or Business Clients
48
AUM
$24.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PROVIDER
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLGAIDILINLAMNNCNHNJNVNYPATNTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account