World Investments, Inc.
CRD 20626SEC# 801-56426Lincroft, NJ
No longer SEC-registered. World Investments, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.73B
Employees
217
Accounts
4,697
Location
Lincroft, NJ
World Investments, Inc. assets under management
World Investments, Inc. operates as an SEC-registered investment adviser based in Lincroft, NJ. It reports $1.7 billion in regulatory assets under management and employs 217 people.
World Investments, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ana Roumenova Carter | Finop | Under 5% | 2024 |
| Barry P Toole Control | Cco | Under 5% | 2025 |
| Jonathan E Curley Control | Global Chief Compliance Officer | Under 5% | 2025 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does World Investments, Inc. manage?
World Investments, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does World Investments, Inc. have?
World Investments, Inc. reports 217 employees.
Where is World Investments, Inc. located?
World Investments, Inc. is based in Lincroft, NJ.
Does World Investments, Inc. disclose fund performance?
World Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 437 Newman Springs Rd, Lincroft, NJ 07738 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.73B▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$1.73Bregulatory AUM
Discretionary $1.64BNon-discretionary $98.4M