First Wilshire Securities Management, Inc.

Overview

First Wilshire Securities Management, Inc. is an independent registered investment adviser that has been SEC-registered since 1980 and remains privately owned. The firm serves both individual/family clients and institutional investors and charges traditional assets-under-management fees alongside performance-based fees. Its advisory scope includes comprehensive financial planning and portfolio management across individuals, small businesses, pooled vehicles, and institutional clients. First Wilshire also sponsors and acts as a general partner or managing member for pooled investment vehicles, indicating an active role in running private funds. The firm does not report itself as an active ESG investor and is not designated as a multi-state adviser in the source filing. It is not positioned as a capital allocator; instead it combines discretionary portfolio management with private fund sponsorship and fee structures that accommodate performance-linked compensation.

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Location & Offices