Investment adviser · CRD 128013

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$107M
Form ADV · Item 5.F
Client accounts
379
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FIRST WESTERN TALF LLCOther Private Fund · Last reported Nov 20, 2012$804KGross asset value
Fund administrator THE SEFF GROUP, PC DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2288040819
Reported beneficial owners
7
Minimum commitment
$250K

Form ADV 680031 · Nov 20, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 28, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1900 16TH STREET, SUITE 1200
DENVER, CO, 80202, United States

CRD 128013

Filing source

Form ADV 725187 · Mar 28, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.