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| First Wilshire Securities Management Inc
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| CRD # | 171971 |
| SEC # | 801-15260 |
| CIK # | 0000732847 |
| AUM | $374.9 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 626-796-6622 |
| Address | 1214 East Green Street Pasadena, CA 91106-3168 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| EZCORP Inc | 31.4 | ||
| Camtek Ltd | 24.4 | ||
| Liberty Global PLC | 23.3 | ||
| PQ Group Holdings Inc | 18.1 | ||
| TRI Pointe Homes Inc | 15.2 | ||
| Sandridge Energy Inc | 13.4 | ||
| Northwest PIPE Co | 13.4 | ||
| Aviat Networks Inc | 12.8 | ||
| Matrix Service Co | 12.2 | ||
| Gilat Satellite Networks Ltd | 10.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Lake Street Fund LP | 2011-12-23 | 43.1 | |
| HF | Mount Wilson Global Fund LP | [2011-12-23] | 8.5 | 6.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 17.0 |
| (b) Individuals (high net worth individuals) | 199 | 281.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 49.1 |
| (g) Pension and profit sharing plans | 6 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 374.9 |
| By Discretionary | ||
| Discretionary | 281 | 374.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 281 | 374.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 371.6 | |
| Total | 281 | 374.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Scott Hood | 5 | ||
| Fredrick Astman | 2 | ||
| Nicole Green | 2 | ||
| William Caton | 2 | ||
| First Wilshire Securities Management Inc | 2 | ||
| Howard Lu | 2 | ||
| Mount Wilson Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000732847] | |
| SC 13G | [0000732847] |
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|---|---|---|
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CT | 0.4 |
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PhiloSmith Capital Corporation
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CT | 0.4 |