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| Old West Investment Management LLC
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| |
|---|---|
| CRD # | 148343 |
| SEC # | 801-69604 |
| CIK # | 0001549358 |
| AUM | $401.9 MM (2024-08-30) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 213-943-1740 |
| Address | 601 South Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LMNR | 264.9 | 15.5 | |
| VIRT | 4,327.1 | 15.3 | |
| ENVX | 1,522.8 | 12.9 | |
| CCJ | 8,999.9 | 12.6 | |
| BG | 13,763.6 | 12.0 | |
| GOLD | 33,007.1 | 11.8 | |
| LMT | 111,953.9 | 11.7 | |
| SMRT | 890.7 | 11.2 | |
| GMED | 5,855.8 | 8.4 | |
| CDRE | 728.8 | 7.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Old West Opportunity Fund LP | [2018-06-01] | 42.9 | 52.2 |
| HF | Old West Income Fund LP | [2012-03-09] | 70.7 | 78.6 |
| HF | Old West Investment Partners LP | [2012-03-09] | 113.2 | 110.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 6.6 |
| (b) Individuals (high net worth individuals) | 248 | 129.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 241.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 401.9 |
| By Discretionary | ||
| Discretionary | 322 | 394.1 |
| Non-Discretionary | 6 | 7.8 |
| Total | 328 | 401.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.9 | |
| Total | 328 | 401.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Stephen Blass | 5 | ||
| Joseph Boskovich Sr | 5 | ||
| Joseph Boskovich Jr | 5 | ||
| Chad Cook | 5 | ||
| Spencer McCroskey | 5 | ||
| Old West Investment Management LLC | 5 | ||
| Sheila Cu | 3 | ||
| Cu Sheila | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001549358] | |
| SC 13G | [0001549358] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Old West Investment Management LLC | Limoneira Co | [2023-02-23] |
| Old West Investment Management LLC | Centrus Energy Corp | [2020-03-23] |
| Old West Investment Management LLC | Zedge Inc | [2018-02-14] |
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