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| Old West Investment Management LLC
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| CRD # | 148343 |
| SEC # | 801-69604 |
| CIK # | 0001549358 |
| AUM | $476.5 M (2025-03-31) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 213-943-1740 |
| Address | 601 South Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nexgen Energy Ltd | 17.6 | ||
| Cameco Corp | 16.5 | ||
| Virtu Financial Inc | 16.2 | ||
| NovaCopper Inc | 15.0 | ||
| Alamos Gold Inc | 13.7 | ||
| Bunge Global Sa | 13.6 | ||
| Lockheed Martin Corp | 13.2 | ||
| Agnico Eagle Mines Ltd | 11.7 | ||
| Calavo Growers Inc | 11.4 | ||
| Ferroglobe PLC | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Old West Opportunity Fund LP | [2018-06-01] | 43.5 | 56.5 |
| HF | Old West Income Fund LP | [2012-03-09] | 70.7 | 91.6 |
| HF | Old West Investment Partners LP | [2012-03-09] | 114.3 | 98.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 7.6 |
| (b) Individuals (high net worth individuals) | 452 | 187.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 246.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.9 |
| (i) State or municipal government entities | 0 | 11.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 476.5 |
| By Discretionary | ||
| Discretionary | 548 | 466.5 |
| Non-Discretionary | 6 | 10.1 |
| Total | 554 | 476.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.5 | |
| Total | 554 | 476.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stephen Blass | 5 | ||
| Old West Investment Management LLC | 5 | ||
| Joseph Boskovich Jr | 5 | ||
| Chad Cook | 5 | ||
| Joseph Boskovich Sr | 5 | ||
| Spencer McCroskey | 5 | ||
| Sheila Cu | 3 | ||
| Cu Sheila | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001549358] | |
| SC 13G | [0001549358] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Old West Investment Management LLC | Limoneira Co | [2023-02-23] |
| Old West Investment Management LLC | Centrus Energy Corp | [2020-03-23] |
| Old West Investment Management LLC | Zedge Inc | [2018-02-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Matrix Private Capital Group LLC
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NY | 0.5 |
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CMT Asset Management LLC
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IL | 0.5 |
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Eldred Rock Partners LLC
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TX | 0.5 |
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Welch Capital Partners LLC
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NY | 0.5 |
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Ackerman Capital Advisors LLC
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TX | 0.5 |
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OWLS Nest Partners IA LLC
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PA | 0.5 |
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Empirical Asset Management LLC
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MA | 0.5 |
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Trinity Legacy Partners LLC
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TX | 0.5 |
|
Capco Asset Management LLC
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|
FL | 0.5 |
|
Bulldog Investors LLP
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|
NJ | 0.5 |