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| Old West Investment Management LLC
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| CRD # | 148343 |
| SEC # | 801-69604 |
| CIK # | 0001549358 |
| AUM | 915.7 M (2026-03-30) |
| Employees | 8 (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) | |
|---|---|---|---|
| Tidewater Inc | 34.3 | ||
| Consol Energy Inc | 30.7 | ||
| Lockheed Martin Corp | 29.8 | ||
| Nutrien Ltd | 29.5 | ||
| Canadian Natural Resources Ltd | 27.7 | ||
| Antero Resources Corp | 27.5 | ||
| Suncor Energy Inc | 27.3 | ||
| Schlumberger Ltd /NV/ | 25.3 | ||
| Oceaneering International Inc | 24.7 | ||
| Range Resources Corp | 23.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Old West Opportunity Fund LP | [2018-06-01] | 43.5 M | 160.2 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Old West Income Fund LP | [2012-03-09] | 70.7 M | 136.6 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Old West Investment Partners LP | [2012-03-09] | 114.3 M | 212.0 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 11.5 |
| (b) Individuals (high net worth individuals) | 735 | 330.3 |
| (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 | 511.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.3 |
| (i) State or municipal government entities | 0 | 27.1 |
| (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 | 48 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 847 | 915.7 |
| By Discretionary | ||
| Discretionary | 841 | 903.0 |
| Non-Discretionary | 6 | 12.6 |
| Total | 847 | 915.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 915.7 | |
| Total | 847 | 915.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Stephen Blass | Executive Officer | 5 | 3 | |
| Old West Investment Management LLC | Promoter | 5 | 2 | |
| Spencer McCroskey | Executive Officer | 5 | 2 | |
| Joseph Boskovich Jr | Executive Officer | 5 | 2 | |
| Chad Cook | Executive Officer | 5 | 2 | |
| Joseph Boskovich SR | Executive Officer | 5 | 2 | |
| Sheila Cu | Executive Officer | 3 | 1 | |
| Cu Sheila | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001549358] | |
| SC 13G | [0001549358] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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