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Wall Street Investment Management, LLC

● SEC registered since 2022CRD 143975SEC# 801-125932
Export (members)
Ranks #5,277 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$174.7M
Fund GAV
$18.1M
Private funds
1
Employees
2
Accounts
9
Location

Wall Street Investment Management, LLC assets under management

Wall Street Investment Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $174.7 million in regulatory assets under management and employs 2 people. Wall Street Investment Management, LLC manages 1 private fund with combined gross assets of $18.1 million, including Protech Investment Fund LLLP. By regulatory assets, it ranks 5,277 of 6,004 private fund managers.

Wall Street Investment Management, LLC private funds

1 funds · $18.1M GAV
FundTypeGross assetsMin.
Protech Investment Fund LLLPOther Private$18.1M$1M

Wall Street Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sriram Srinivasan ControlChief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Wall Street Investment Management, LLC manage?

Wall Street Investment Management, LLC reports $174.7 million in regulatory assets under management on its Form ADV.

How many private funds does Wall Street Investment Management, LLC manage?

Wall Street Investment Management, LLC manages 1 private funds with combined gross assets of $18.1 million.

How many employees does Wall Street Investment Management, LLC have?

Wall Street Investment Management, LLC reports 2 employees.

Does Wall Street Investment Management, LLC disclose fund performance?

Wall Street Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(703) 728-3380
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$174.7M▲ 13%
Mar '25 — $155.2MApr '25 — $155.2MMay '25 — $155.2MJun '25 — $155.2MJul '25 — $155.2MAug '25 — $155.2MSep '25 — $155.2MOct '25 — $155.2MNov '25 — $155.2MDec '25 — $155.2MJan '26 — $155.2MFeb '26 — $155.2MMar '26 — $174.7MApr '26 — $174.7MMay '26 — $174.7MJun '26 — $174.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$174.7Mregulatory AUM
Discretionary $174.7M