WILEN INVESTMENT MANAGEMENT CORP.
Adviser information for WILEN INVESTMENT MANAGEMENT CORP. last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 139 | $169.0M |
Non-Discretionary | 0 | $0 |
Total | 139 | $169.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $0 |
HNW Individuals | 138 | $164.0M |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $5.0M |
Charitable organizations | <5 | $0 |
State or municipal gov entities | <5 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | <5 | $0 |
Other | <5 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
14551 MERAVI DRIVEBONITA SPRINGS
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 1-239-676-8281, Fax: 410-321-7834
Chief Compliance Officer
JAMES WILEN
PRESIDENT
14551 MERAVI DRIVE
BONITA SPRINGS
FL
United States
Tel:
1-239-676-8281
Fax:
1-410-321-7834
J****@************M
(Full email address available in API data)
Regulatory Contact
LYNN M PARRY
SR. VICE PRESIDENT OPERATIONS
504
504
HAMPSTEAD
MD
United States
Tel:
410-339-7800
Fax:
1-410-321-7834
L***@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILEN, JAMES | Individual | – | PRESIDENT | 07/1984 | > 75% |
WILEN, ELLEN, RAPOPORT | Individual | – | SECRETARY/TREASURER | 07/1984 | < 5% |
WILEN, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed November 14th, 2022 for period ending September 30th, 2022
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALLEGION, PLC | COM | 320 | 4K | – |
ALLIED MOTION | COM | 180 | 6K | – |
AMERCO | COM | 10K | 20K | – |
ASTRONICS | COM | 99 | 13K | – |
ATRION CP | COM | 86 | 157 | – |
BEACON ROOFING | COM | 216 | 4K | – |
BERRY PLASTICS | COM | 1K | 22K | – |
BRISTOL MYERS | COM | 891 | 13K | – |
BUILDERS F.S. | COM | 554 | 9K | – |
CARLISLE CO. | COM | 98 | 350 | – |
CARRIER GLOBAL | COM | 816 | 23K | – |
CHASE CORP. | COM | 4K | 48K | – |
CHEMOURS | COM | 178 | 7K | – |
CIRCOR INT'L | COM | 112 | 7K | – |
CONOCOPHILLIPS | COM | 4K | 39K | – |
CORE MOLDINGS | COM | 478 | 50K | – |
CRANE CO. | COM | 1K | 15K | – |
DELTA APPAREL | COM | 6K | 406K | – |
DENNY'S CORP. | COM | 360 | 39K | – |
DORMAN PROD | COM | 103 | 1K | – |
DOW INC. | COM | 70 | 2K | – |
DUCOMMUN INC | COM | 340 | 9K | – |
EASTERN CO. | COM | 15 | 904 | – |
EASTMAN CHEM | COM | 2K | 28K | – |
EATON CORP | COM | 319 | 2K | – |
ESCALADE INC. | COM | 86 | 9K | – |
GOODYEAR TIRE | COM | 294 | 29K | – |
GRIFFON CORP. | COM | 110 | 4K | – |
H&R BLOCK | COM | 210 | 5K | – |
HANESBRANDS | COM | 510 | 76K | – |
HERC HOLDINGS | COM | 524 | 5K | – |
HESS CORP. | COM | 515 | 5K | – |
HUNTSMAN CORP. | COM | 6K | 264K | – |
INGERSOLL RAND | COM | 351 | 8K | – |
INGLES MARKETS | COM | 5K | 65K | – |
JOHNSON OUTDR | COM | 170 | 3K | – |
KOPPERS HOLDING | COM | 1K | 66K | – |
KROGER | COM | 17 | 400 | – |
L3 HARRIS TECH | COM | 2K | 9K | – |
LCI INDUSTRIES | COM | 2K | 21K | – |
LOEWS CORP | COM | 105 | 2K | – |
MARATHON PET. | COM | 2K | 25K | – |
MONRO MUFFLER | COM | 8 | 189 | – |
NORTHERN TECH | COM | 576 | 46K | – |
OLIN CORP | COM | 6K | 136K | – |
OSHKOSH CORP | COM | 161 | 2K | – |
PATRICK IND. | COM | 49 | 1K | – |
PHILLIPS 66 | COM | 2K | 21K | – |
Q.E.P. CO.,INC | COM | 2K | 170K | – |
READING INT'L | COM | 71 | 24K | – |
SENSIENT TECH | COM | 246 | 4K | – |
SHYFT GROUP | COM | 90 | 5K | – |
SPX TECH | COM | 104 | 2K | – |
STANDEX INTL CP | COM | 2K | 28K | – |
STEPAN CHEMICAL | COM | 430 | 5K | – |
TOTAL SA | COM | 243 | 5K | – |
TRANE TECH | COM | 1K | 9K | – |
TRIMAS CORP. | COM | 133 | 5K | – |
TRINSEO SA | COM | 2K | 126K | – |
UFP INDUSTRIES | COM | 302 | 4K | – |
UNITED RENTALS | COM | 5K | 19K | – |
USA COMPRESS | COM | 42 | 3K | – |
VAALCO ENERGY | COM | 13K | 3M | – |
VIRCO MFG CO | COM | 95 | 24K | – |
VSE CORP. | COM | 107 | 3K | – |
WATTS WATER | COM | 1K | 12K | – |
WESCO INTL | COM | 940 | 8K | – |
WESTLAKE CHEM | COM | 2K | 22K | – |
GLADSTONE | COM | 52 | 4K | – |
LIFE STORAGE | COM | 330 | 3K | – |
AMERICAN BILT | COM | 40 | 318 | – |
APARTMENT INVT | COM | 122 | 18K | – |
BERK HATH CL 'B' | COM | 53 | 200 | – |
BGSF, INC | COM | 24 | 2K | – |
COMPASS DIV | COM | 17 | 1K | – |
EXXON MOBIL | COM | 13 | 145 | – |
NEW RESIDENTIAL | COM | 12 | 2K | – |
OTIS WORLDWIDE | COM | 60 | 946 | – |
P & F INDUSTRIES | COM | 28 | 6K | – |
PFIZER INC. | COM | 13 | 300 | – |
RAYTHEON | COM | 153 | 2K | – |
RCI HOSPITALITY | COM | 76 | 1K | – |
SINCLAIR BROAD | COM | 22 | 1K | – |
TARGA RES | COM | 183 | 3K | – |
UNIVERSAL SEC | COM | 174 | 50K | – |
VALERO ENERGY | COM | 26 | 250 | – |
WILLIAMS CO | COM | 112 | 4K | – |