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

Identifiers

SEC RIA File Number 801-21673
SEC ERA File Number 801-21673
SEC CIK Numbers 902614
SEC CRD Numbers 111712
Legal Entity Identifier None

Principal Office

14551 MERAVI DRIVE
BONITA 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
(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
(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

10502020202120222023202420254 on 3/31/20204 on 6/24/20204 on 6/24/20204 on 3/11/20214 on 2/4/20224 on 3/21/20234 on 3/30/2024

RAUM, Historic

200M100M0202020212022202320242025185000000 on 3/31/2020185000000 on 6/24/2020185000000 on 6/24/2020145000000 on 3/11/2021168000000 on 2/4/2022156000000 on 3/21/2023169000000 on 3/30/2024

No. Clients, Historic

3001500202020212022202320242025205 on 3/31/2020205 on 6/24/2020205 on 6/24/2020150 on 3/11/2021133 on 2/4/2022143 on 3/21/2023139 on 3/30/2024

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