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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pasadena, CA HQ: Pasadena, CA

First Wilshire Securities Management, Inc.

$0.4B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($60.5M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Venture Capital, Buyout, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$60.5M
Total AUM: $0.4B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — First Wilshire Securities Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Lightspeed Opportunity Fund IIIAdviser 7.B Vehicle Growth Equity 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Lending Fund IVAdviser 7.B Vehicle Private Credit 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BPEA Private Equity Fund IX, SCSpAdviser 7.B Vehicle Buyout 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Real Estate Credit Opportunity Partners IVAdviser 7.B Vehicle Real Estate 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BCP Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — First Wilshire Securities Management, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

First Wilshire Securities Management, Inc. (Pasadena, CA) committed $3.5M to BCP Fund II, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($7.5M allocation gap toward a 17.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-18

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — First Wilshire Securities Management, Inc.

383 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as First Wilshire Securities Management, Inc. (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Westfield Capital Management Company

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Opportunity Fund III (2024 Vintage)
First Wilshire Securities Management, Inc.: $4.5M · SEC Form ADV 7.B
Westfield Capital Management Company: $135.9M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Institutional Real Estate Fund V (2021 Vintage) · Cerberus Fund IV (2016 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 3 Shared Vehicles

Salalah Dhofar Oman East Sovereign Strategic Investment Fund

Sovereign Wealth Fund Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Fund V (2021 Vintage)
First Wilshire Securities Management, Inc.: $4.5M · SEC Form ADV 7.B
Salalah Dhofar Oman East Sovereign Strategic Investment Fund: $56.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Fund II, LP (2017 Vintage) · Cerberus Fund IV (2016 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 3 Shared Vehicles

Great Plains Chattahoochee Eastwood Permanent Endowment & Fiduciary Trust

Institutional Trust Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures Seed Fund V (2022 Vintage)
First Wilshire Securities Management, Inc.: $2.5M · SEC Form ADV 7.B
Great Plains Chattahoochee Eastwood Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: Cerberus Institutional Real Estate Fund V (2021 Vintage) · Cerberus Fund IV (2016 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+380 Additional Institutional LPs Report Shared Vehicles with First Wilshire Securities Management, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 14 total tracked records for First Wilshire Securities Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (383 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by First Wilshire Securities Management, Inc.

Real Estate LPs →Private Credit LPs →Venture Capital LPs →Buyout LPs →Growth Equity LPs →

Frequently Asked Questions: First Wilshire Securities Management, Inc.

What type of institutional allocator is First Wilshire Securities Management, Inc. and what is their typical disclosed ticket size?

First Wilshire Securities Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pasadena, CA; Headquarters: Pasadena, CA). Across 14 historical disclosure records tracked on Prilago ($60.5M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

Which private-market strategies appear in First Wilshire Securities Management, Inc.'s public disclosures?

First Wilshire Securities Management, Inc. has disclosed records across Real Estate, Private Credit, Venture Capital, Buyout, Growth Equity. Open preview records include Lightspeed Opportunity Fund III (2025 Vintage), Fortress Lending Fund IV (2025 Vintage), BPEA Private Equity Fund IX, SCSp (2025 Vintage), KKR Real Estate Credit Opportunity Partners IV (2025 Vintage).

How are First Wilshire Securities Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for First Wilshire Securities Management, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to First Wilshire Securities Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/first-wilshire-securities-management-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside First Wilshire Securities Management, Inc.?

In Prilago's bilateral commitment graph, First Wilshire Securities Management, Inc. shares resolved underlying fund vehicles with 383 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Westfield Capital Management Company (3 shared vehicles, e.g. Lightspeed Opportunity Fund III (2024 Vintage)), Salalah Dhofar Oman East Sovereign Strategic Investment Fund (3 shared vehicles, e.g. Cerberus Institutional Real Estate Fund V (2021 Vintage)), Great Plains Chattahoochee Eastwood Permanent Endowment & Fiduciary Trust (3 shared vehicles, e.g. Khosla Ventures Seed Fund V (2022 Vintage)).

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