First Wilshire Securities Management Inc

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Assets, Funds, Holdings

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First Wilshire Securities Management Inc
CRD #171971
SEC #801-15260
CIK #
AUM $330.8 MM (100% Disc, 100% US)
Employees15 (47% Investors, 0% Brokers)
Phone626-796-6622
Address1214 East Green Street
Pasadena, CA 91106-3171
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JEC 10,190.0 15.8
HUN 5,580.0 15.6
NVEE 728.1 15.1
SCI 7,160.0 12.5
IOSP 2,070.0 12.2
TTEK 3,230.0 11.6
EWBC 7,560.0 11.6
FCFS 3,760.0 9.8
SBS 7,260.0 9.2
EZPW 539.5 9.2
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Mount Wilson Global Fund LP 2010-07-29external
8.1
6.7
HF Lake Street Fund LP
42.6
View All
Fund Directors # Filings # Firms 2011-2019
Fredrick Astman 1 1
Mount Wilson Management LLC 1 1
William Caton 1 1
Nicole Green 1 1
Howard Lu 1 1
First Wilshire Securities Management Inc 1 1
Scott Hood 1 1
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