A complete list of active advisors currently associated with First Wilshire Securities Management, Inc.

Warmer can help you find a great advisor at First Wilshire Securities Management, Inc. or one who fits your needs even better.

First Wilshire provides discretionary investment management to individuals, high‑net‑worth clients, corporate and charitable accounts via separately managed accounts, and offers customized portfolio management and financial review services. The firm also acts as adviser and sponsor for pooled investment vehicles, managing two affiliated private funds (Lake Street Fund, L.P. and Mount Wilson Global Fund, L.P.). The firm follows a value‑oriented investment approach concentrated in small‑ and micro‑capitalization U.S. and foreign equities, including depository receipts, with investment decisions driven by fundamental analysis and an investment committee. For most separately managed accounts First Wilshire maintains a consistent small‑cap strategy that is not typically tailored to individual benchmarks, while offering bespoke strategies where clients require customization. What distinguishes First Wilshire from many team advisers is its active role as a private fund adviser and fund sponsor with performance‑based incentive arrangements for qualified investors, and its funds may pursue instruments and transactions (such as options and private placements) that SMAs do not. The firm discloses potential conflicts arising from principals and employees investing in the funds and describes allocation, trading (including block trading and algorithmic execution) and compliance procedures intended to promote fair treatment between the funds and client accounts.

To learn more about the advisors currently working at First Wilshire Securities Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.