# First Wilshire Securities Management

First Wilshire Securities Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/first-wilshire-securities-management-inc-

## Regulatory record

- **CRD number:** 171971
- **SEC file number:** 801-15260
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171971

## About

Proudly Serving Clients through Research-Driven Investing - Since 1977 | Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm.

## Questions

### Who runs investment decisions at First Wilshire Securities Management?

First Wilshire Securities Management is led by a small team of investment professionals, but specific individual names and titles are not publicly available. The firm does not maintain a public-facing management page, and no named portfolio managers appear in SEC filings or press releases. Investment decisions are presumed to be made collaboratively by the firm's principals, though the lack of disclosure limits outside visibility.

### What is First Wilshire's investment strategy and how does it differ from other value managers?

First Wilshire pursues a concentrated, long-term value strategy focused on U.S. equities. It selects stocks based on deep fundamental analysis of balance sheets, cash flows, and competitive positioning. The firm explicitly avoids short-term trading, sector rotation, and leverage, setting it apart from hedge funds or macro-driven managers. Its key differentiator is a patient, low-turnover approach that can hold positions through decade-long valuation cycles.

### How does First Wilshire source deal flow and conduct research?

Deal flow for First Wilshire is derived from classic value-investing research methods: screening SEC filings, company reports, and trade publications; reading annual reports; and analyzing industry data. The firm does not rely on investment banks or sell-side analysts for deal sourcing. Its research process is internally driven, emphasizing primary documents and direct company analysis over third-party recommendations.

### What is the geographic focus of First Wilshire's investments?

First Wilshire's investment universe is primarily U.S. equities. Public stock holdings, when disclosed through SEC Form 13F filings, have all been U.S.-listed companies. The firm does not maintain dedicated exposures to Europe, Asia, or emerging markets. Its geographic narrowness allows deep research into domestic securities but limits diversification for clients seeking global allocation.

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Last updated: 2026-06-03T20:00:00.000Z

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