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 a privately owned limited liability company that operates as a hedge fund and registered investment adviser since 2016. The firm serves institutional clients and focuses on managing pooled investment vehicles; it is organized under individual ownership rather than as a broad capital allocator. Its compensation blends asset-based fees with performance-linked incentives. Western Standard does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CYNTHIA MILLS

    Chief Compliance OfficerCRD 7954579

Contacts

1 of 1
  • ERIC ANDERSEN

    Portfolio ManagerCRD 5565955

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$5.2M in ETFs

Passive

100%

$5.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO DB US DOLLAR INDEX BULLISH FUND (UUP)InvescoPassiveTrading Miscellaneous$5.2M185,453100.00%

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