Western Standard, LLC

RIASEC RegisteredEst. 2016
Total AUM
$575M
Discretionary
$575M
100% of AUM
Avg account
$192M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
147864
Registered since
July 12, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Western Standard, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund. The firm registered with the SEC in 2016 and is owned by an individual. Its client base is institutional, and it manages capital primarily through pooled investment vehicles — it advertises portfolio management for such vehicles and charges both a percentage-of-AUM management fee and performance-based fees. The firm does not position itself as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Cynthia Mills

    Chief Compliance OfficerCRD 7954579

Contacts

1 of 1
  • Eric Andersen

    Eric Andersen

    Portfolio ManagerCRD 5565955

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
5757 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth