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Sheila Eileen Cu

OLD West Investment Management, LLC

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About Sheila Eileen Cu

Sheila Eileen Cu is a registered investment advisor representative. Sheila is currently employed by Old West Investment Management, LLC, located in Los Angeles, CA. Sheila has been in the industry since 2006 and previously held positions at ALETHEIA SECURITIES, INC., and The Seidler Companies Incorporated.

Firm Information

Sheila Cu 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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Sheila Cu’s Registration & Firm History

CA

01/20/2021 - Present

OLD West Investment Management, LLC (LOS ANGELES CA)

CA

10/27/2006 - 07/01/2009

ALETHEIA SECURITIES, INC., (SANTA MONICA CA)

CA

04/19/2006 - 10/09/2006

THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 09/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sheila Eileen Cu.
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