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Woloshin Investment Management
WOLOSHIN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in MEDFORD, NJ, registered since 2022.
Woloshin Investment Management
WOLOSHIN INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in MEDFORD, NJ, registered since 2022. The firm manages $180 million in assets, $175 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Medford
Corporate office
Phoenix, AZ, United States
Principals
David Woloshin
Founder and Portfolio Manager
Sector focus
Frequently asked questions
What is Woloshin Investment Management?
Woloshin Investment Management is a asset manager headquartered in Medford, United States.
When was Woloshin Investment Management founded?
Woloshin Investment Management was founded in 1984.
Where is Woloshin Investment Management headquartered?
Woloshin Investment Management is headquartered in Medford, United States, in the North America region.
What is Woloshin Investment Management's assets under management?
Woloshin Investment Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Woloshin Investment Management?
Altss maintains an OSINT-verified profile of Woloshin Investment Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Woloshin Investment Management's website?
Woloshin Investment Management's public website is woloshin.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Woloshin Investment Management?
Woloshin Investment Management is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Woloshin Investment Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Woloshin Investment Management's Altss profile last updated?
Woloshin Investment Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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