Investment adviser · CRD 148343
OLD WEST INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $916M Form ADV · Item 5.F
- Client accounts
- 847 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $511,076,063 | 55.8% |
| High-net-worth individuals | 735 | $330,261,598 | 36.1% |
| Government entities | Fewer than 5 | $27,108,078 | 3.0% |
| Corporations & businesses | 48 | $24,455,127 | 2.7% |
| Individuals | 53 | $11,459,847 | 1.3% |
| Charities | Fewer than 5 | $11,317,443 | 1.2% |
Filing source
Form ADV 2085033 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OLD WEST INVESTMENT PARTNERS, LPHedge Fund · Last reported Mar 30, 2026$212MGross asset value
Form D fundraising filings
OLD WEST INVESTMENT PARTNERS LP
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-9205458820
- Reported beneficial owners
- 62
- Minimum commitment
- $250K
- Form D file number
- 021-124444
Form ADV 2085033 · Mar 30, 2026 · 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.
OLD WEST OPPORTUNITY FUND LPHedge Fund · Last reported Mar 30, 2026$160MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-9425280311
- Reported beneficial owners
- 70
- Minimum commitment
- $0
- Form D file number
- 021-313708
Form ADV 2085033 · Mar 30, 2026 · 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.
OLD WEST INCOME FUND, LPHedge Fund · Last reported Mar 30, 2026$137MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-5600166637
- Reported beneficial owners
- 40
- Minimum commitment
- $250K
- Form D file number
- 021-125065
Form ADV 2085033 · Mar 30, 2026 · 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 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
601 SOUTH FIGUEROA STREET, SUITE 1975LOS ANGELES, CA, 90017, United States
CRD 148343
Filing source
Form ADV 2085033 · Mar 30, 2026 · 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.