OLD WEST INVESTMENT MANAGEMENT, LLC
C26
CRD 148343·SEC 801-69604·LOS ANGELES, CA
AUM
$915.7M
$500M-$1B
Est. Revenue
$9.2M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$22.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $175.7M
'21 · $178.2M
'22 · $243.2M
'23 · $343.6M
'25 · $476.5M
'26 · $915.7M
'20'26
$175.7M → $915.7M▲ +421%
Client mix
| Individuals High Net Worth | 735 |
| Individuals Other | 53 |
| Corporations | 48 |
| Pooled Investment Vehicles | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 7 advisors
'26 · 8 advisors
'20'26
6 advisors → 8 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-06-092025-06-09 · 0001941040-25-000327
2024-06-142024-06-14 · 0001450413-24-000001
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
601 SOUTH FIGUEROA STREETSUITE 1975LOS ANGELES, CA 90017
Business
601 SOUTH FIGUEROA STREETSUITE 1975LOS ANGELES, CA 90017
Edgar Recent Filings
D/A2025-06-09 · 0001941040-25-000327
D/A2024-06-14 · 0001450413-24-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited