- S&P 500 7,659.44 −1.09%
- Dow Jones 52,002.41 −0.34%
- Nasdaq 26,713.03 +0.08%
- VIX 19.99 +21.45%
- 10-year Treasury 5.09% −0.01
- Dollar index 121.40 −0.14%
- WTI crude $101.91 +1.04%
Old West Investment Management, LLC: investment adviser
Old West Investment Management, LLC is an investment adviser registered with the SEC (file 801-69604, CRD 148343). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $915.7M
- Discretionary
- 99%
- Accounts
- 847
- Employees
- 8
- In advisory roles
- 8
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Individuals | 53 | $11.5M | 1.3% |
| High net worth individuals | 735 | $330.3M | 36.1% |
| Private funds and other pooled vehicles | 6 | $511.1M | 55.8% |
| Corporations | 48 | $24.5M | 2.7% |
How it is paid
- A percentage of assets under your management
- Performance-based fees
- Other: Percentage of assets under advisement
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
- Other: MODEL PROVIDER
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Joseph Michael Boskovich | Person | Managing member | B 10% to 25% | Oct 2008 | Yes | |
| Chad William Cook | Person | Managing member and chief compliance officer | B 10% to 25% | Feb 2009 | Yes | |
| Brian Alan Laks | Person | Managing member | B 10% to 25% | Jan 2019 | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Part 2 of Form ADV, Mar 30, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.