Old West Investment Management, Llc
- Regulatory AUM
- $916M
- Discretionary
- $903M
- Clients
- 842
- Avg AUM / client
- $1.1M
- Accounts
- 847
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 123 positions, $922,567,683)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tidewater Inc New | COM | $34,276,972 | 410,257 | 3.72% | 3.74% |
| 2 | Core Natural Resources Inc | COM SHS | $30,702,960 | 293,163 | 3.33% | 3.35% |
| 3 | Lockheed Martin Corp | COM | $29,769,373 | 49,255 | 3.23% | 3.25% |
| 4 | Nutrien Ltd | COM | $29,455,660 | 390,348 | 3.19% | 3.22% |
| 5 | Canadian Nat Res Ltd Med Ter | COM | $27,744,374 | 569,348 | 3.01% | 3.03% |
| 6 | Antero Resources Corporation | COM | $27,514,785 | 648,322 | 2.98% | 3.0% |
| 7 | Suncor Energy Inc New | COM | $27,313,209 | 413,147 | 2.96% | 2.98% |
| 8 | Slb Limited | COM STK | $25,281,413 | 491,952 | 2.74% | 2.76% |
| 9 | Oceaneering Intl Inc | COM | $24,729,435 | 697,193 | 2.68% | 2.7% |
| 10 | Range Resources Corp | COM | $23,824,233 | 527,318 | 2.58% | 2.6% |
| 11 | Air Products And Chemicals I | COM | $23,799,555 | 81,929 | 2.58% | 2.6% |
| 12 | Bruker Corp | COM | $23,152,939 | 641,000 | 2.51% | 2.53% |
| 13 | Nexgen Energy Ltd | COM | $22,522,513 | 1,941,596 | 2.44% | 2.46% |
| 14 | Cf Industries Hold | COM | $21,879,987 | 168,515 | 2.37% | 2.39% |
| 15 | Cameco Corp | COM | $21,086,316 | 194,147 | 2.29% | 2.3% |
| 16 | Northrop Grumman Corp | COM | $18,788,218 | 27,539 | 2.04% | 2.05% |
| 17 | Virtu Finl Inc | CL A | $17,128,548 | 389,462 | 1.86% | 1.87% |
| 18 | Bunge Global Sa | COM SHS | $16,995,224 | 133,610 | 1.84% | 1.86% |
| 19 | Trilogy Metals Inc New | COM | $16,879,146 | 4,701,712 | 1.83% | 1.84% |
| 20 | Asml Hldg Nv | N Y REGISTRY SHS | $16,567,185 | 12,543 | 1.8% | 1.81% |
| 21 | Ferroglobe Plc | SHS | $16,177,671 | 3,926,619 | 1.75% | 1.77% |
| 22 | Albemarle Corp | COM | $15,831,330 | 88,182 | 1.72% | 1.73% |
| 23 | Alcoa Corp | COM | $14,698,403 | 221,595 | 1.59% | 1.61% |
| 24 | Alamos Gold Inc | COM CL A | $14,323,544 | 322,384 | 1.55% | 1.56% |
| 25 | Nokia Corp | SPONSORED ADR | $12,371,400 | 1,538,731 | 1.34% | 1.35% |
Top 25 of 123 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 |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $11.5M | 1.25% |
| High net worth individuals | 735 | $330M | 36.1% |
| Pooled investment vehicles (non-investment companies) | 6 | $511M | 55.8% |
| Charitable organizations | Fewer than 5 clients | $11.3M | 1.24% |
| State or municipal government entities | Fewer than 5 clients | $27.1M | 2.96% |
| Corporations and other businesses | 48 | $24.5M | 2.67% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $241M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Old West Investment Partners, Lp | Hedge Fund | California | $110M | 67 |
| Old West Income Fund, Lp | Hedge Fund | California | $78.6M | 39 |
| Old West Opportunity Fund Lp | Hedge Fund | California | $52.2M | 72 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boskovich, Joseph, Michael | Managing Member | Aug 2008 (18y) | 25% – 50% | |
| Chad William Cook | Managing Member And Chief Compliance Officer | Feb 2009 (18y) | 10% – 25% | |
| Cu, Sheila, Eileen | Elected Manager | Aug 2013 (13y) | Less than 5% | |
| Laks, Brian, Alan | Managing Member | Jan 2019 (8y) | 10% – 25% |
Undisclosed: 0% – 55% 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 (3, $241M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Old West Investment Partners, Lp | Hedge Fund | $110M | $250K | 67 |
| Old West Income Fund, Lp | Hedge Fund | $78.6M | $250K | 39 |
| Old West Opportunity Fund Lp | Hedge Fund | $52.2M | $0 | 72 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.48 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
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $181M (20% of AUM) Mar 2026
- Wells Fargo $122M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
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) ↗