# WESTERN INVESTMENT LLC

WESTERN INVESTMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 161586
- Type: SEC-registered investment adviser
- SEC file number: 801-73351
- Phone: 801-942-7803
- Latest filing: 2017-03-21
- Regulatory AUM: $111.7M
- Discretionary AUM: $102.6M
- Non-discretionary AUM: $9.1M
- Clients: 3
- Accounts: 3

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [MERCHANT JAMES REX](https://search.stillhousedata.com/person/749182) | CHIEF COMPLIANCE OFFICER, CFO | — |
| [LIPSON ARTHUR DAVID](https://search.stillhousedata.com/person/824176) | PRINCIPAL | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WESTERN INVESTMENT HEDGED PARTNERS LP | Hedge Fund | — | 33 | $69.4M | $1.0M |
| WESTERN INVESTMENT TOTAL RETURN PARTNERS LP | Hedge Fund | — | 6 | $33.2M | $1.0M |


## Fund service providers (1)

- administrator: UMB FUND SERVICES — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161586/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161586/similar
- Related entities: https://search.stillhousedata.com/firm/161586/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161586

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.