Sheila
Cu
Old West Investment Management, LLC
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About this Advisor
Sheila Cu is a financial advisor based in Los Angeles, California, working with Old West Investment Management, LLC. Sheila has previously held a position at Old West Investment Management, LLC. Sheila has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sheila is part of Old West Investment Management, LLC, which operates out of Los Angeles, California. The firm has 7 employees and manages assets totaling $401.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Old West Investment Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Old West Investment Management, LLC Brokerage Details
$401,855,134
7
328
$1,225,168
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Sheila Cu Work History
Old West Investment Management, LLC
Disclosures
Please visit the SEC profile of Sheila Cu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Old West Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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