Western Standard, Llc
- Regulatory AUM
- $575M
- Discretionary
- $575M
- Clients
- 3
- Avg AUM / client
- $192M
- Accounts
- 3
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 23 positions, $190,157,477)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Green Dot Corp | CL A | $39,793,144 | 3,546,626 | 20.9% | 6.92% |
| 2 | Compass Diversified | SH BEN INT | $24,658,046 | 3,137,156 | 13.0% | 4.29% |
| 3 | Teleflex Incorporated | COM | $22,105,961 | 184,817 | 11.6% | 3.85% |
| 4 | Innospec Inc | COM | $16,563,346 | 226,833 | 8.71% | 2.88% |
| 5 | Octave Specialty Group Inc | COM NEW | $10,451,298 | 2,247,591 | 5.5% | 1.82% |
| 6 | Aviat Networks Inc | COM NEW | $9,400,153 | 415,752 | 4.94% | 1.64% |
| 7 | Angi Inc | CL A NEW | $8,312,865 | 1,213,557 | 4.37% | 1.45% |
| 8 | Apartment Invt & Mgmt Co | CL A | $6,620,360 | 1,626,624 | 3.48% | 1.15% |
| 9 | Yeti Hldgs Inc | COM | $5,927,580 | 162,000 | 3.12% | 1.03% |
| 10 | Five Below Inc | COM | $5,312,617 | 23,252 | 2.79% | 0.92% |
| 11 | Dave Inc | CLASS A COM NEW | $5,249,858 | 30,156 | 2.76% | 0.91% |
| 12 | Invesco Db Us Dlr Index Tr | BULLISH FD | $5,151,884 | 185,453 | 2.71% | 0.9% |
| 13 | Ezcorp Inc | CL A NON VTG | $5,118,613 | 201,679 | 2.69% | 0.89% |
| 14 | Freshpet Inc | COM | $4,268,704 | 72,400 | 2.24% | 0.74% |
| 15 | Terawulf Inc | COM | $3,966,461 | 274,876 | 2.09% | 0.69% |
| 16 | Hallador Energy Company | COM | $3,722,617 | 228,662 | 1.96% | 0.65% |
| 17 | Insperity Inc | COM | $2,972,588 | 109,933 | 1.56% | 0.52% |
| 18 | Weave Communications Inc | COM | $2,375,110 | 514,093 | 1.25% | 0.41% |
| 19 | 1 St Finl Bancorp | COM | $2,365,813 | 84,857 | 1.24% | 0.41% |
| 20 | Arbutus Biopharma Corp | COM | $2,347,142 | 521,587 | 1.23% | 0.41% |
| 21 | Camping World Hldgs Inc | CL A | $2,100,225 | 307,500 | 1.1% | 0.37% |
| 22 | Hain Celestial Group Inc | COM | $1,128,368 | 1,617,037 | 0.59% | 0.2% |
| 23 | Alphatec Hldgs Inc | COM NEW | $244,724 | 22,493 | 0.13% | 0.04% |
Top 25 of 23 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $575M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $389M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Western Standard Partners, L.P. | Hedge Fund | Delaware | $299M | 84 |
| Western Standard Partners Qp, L.P. | Hedge Fund | Delaware | $89.9M | 18 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andersen, Eric, David | Managing Member | Jun 2008 (18y) | 75% or more | |
| Mills, Cynthia, Louise | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $389M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Western Standard Partners, L.P. | Hedge Fund | $299M | $250K | 84 |
| Western Standard Partners Qp, L.P. | Hedge Fund | $89.9M | $250K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗