LOS ANGELES, CACRD 148343Latest ADV March 30, 2026
Old West Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $916M in regulatory assets under management, 8 employees, and 847 accounts.
Assets Under Management
$916M
Employees
8
Offices
--
Total Clients
842
Primary office
LOS ANGELES, CA
601 SOUTH FIGUEROA STREET, SUITE 1975, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.3% of total clients.
Top client categories% of clientsClients
1
HNWI
87.3%
735
2
Individuals
6.3%
53
3
Corporations
5.7%
48
4
Pooled Investment Vehicles
0.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$916Mas of March 30, 2026
Discretionary98.6%
$903M
99% of total RAUM98.6%
Non-discretionary1.4%
$13M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$916M
Total Accounts847
10Y AUM Change+$685M (+297.6%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee105:1
10Y Employee Change+2 (+33.3%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.