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Chad William Cook

OLD West Investment Management, LLC

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About Chad William Cook

Chad William Cook is an investment advisor representative at Old West Investment Management, LLC. Chad has been in the financial industry since 2005 and has experience in providing portfolio management services to individuals and businesses. Chad is registered with the state of California as an investment advisor representative. Chad specializes in portfolio management for pooled investment vehicles, high-net-worth individuals, and corporations or other businesses. Chad's firm, Old West Investment Management, LLC, has a total of 328 client accounts under management. The firm provides a range of advisory services, including portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Chad Cook is currently registered with OLD West Investment Management, LLC. OLD West Investment Management, LLC is an investment advisor based in Los Angeles, CA. They provide portfolio management for businesses, individuals, and pooled investment vehicles. The firm has over $400 million in regulatory assets under management. They serve a variety of clients, including high net worth individuals, corporations, and charitable organizations.
OLD West Investment Management, LLC

601 SOUTH FIGUEROA STREET

LOS ANGELES, CA 90017

$401.86M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Chad Cook’s Registration & Firm History

CA

01/01/2025 - Present

OLD West Investment Management, LLC (LOS ANGELES CA)

CA

12/19/2005 - 01/29/2009

ALETHEIA SECURITIES, INC., (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 08/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad William Cook.
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