Data / Investment advisers / New Jersey / Woloshin Investment Management, LLC
Woloshin Investment Management, LLC, Medford, NJ: $180 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Woloshin Investment Management, LLC is an SEC registered investment adviser with its main office in Medford, New Jersey and reports $180 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Woloshin Investment Management, LLC (CRD number 132346): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 132346
- SEC file number
- 801-126037
- SEC status
- Approved, effective July 7, 2022
- Main office
- 40 North Main Street, Medford, NJ 08055
- Phone
- (609) 654-9700
- Regulatory AUM
- $180,395,979 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $175,044,506
- Non discretionary AUM
- $5,351,473
- Accounts
- 835
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 361 | $156 million |
| High net worth individuals | Fewer than 5 | $19 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $180.4 million | March 17, 2026 |
| December 1, 2025 | $165.5 million | March 26, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Paradigm Investment Advisory, LLC | Bridgewater | $425.1 million | Not listed | adviserinfo.sec.gov |
| Sindia Capital Advisers, LLC | Somers Point | $423.4 million | Not listed | adviserinfo.sec.gov |
| Giverny Capital Advisors | Princeton | $420.9 million | Not listed | adviserinfo.sec.gov |
| Ridgewood Investments | Springfield | $419.2 million | 7 | adviserinfo.sec.gov |
| Onex Credit Advisor, LLC | Englewood Cliffs | $417.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Woloshin Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.