Investment adviser · CRD 143975

WALL STREET INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Mar 30, 2026

Regulatory AUM
$175M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businessesFewer than 5$137,792,31378.9%
High-net-worth individualsFewer than 5$18,749,12710.7%
Other clientsFewer than 5$18,118,73910.4%
Filing source

Form ADV 2078963 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PROTECH INVESTMENT FUND LLLPOther Private Fund · Last reported Mar 30, 2026$18.1MGross asset value

Form D fundraising filings

Protech Investment Fund LLLP

Fund administrator PROTECH INVESTMENT MANAGEMENT LLC LITTLE ROCK, Arkansas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian OPPENHEIMER & CO NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Prime broker OPPENHEIMER & CO. NEW YORK, New York, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-2347667667
Reported beneficial owners
5
Minimum commitment
$1M
Form D file number
021-131274

Form ADV 2078963 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 143975

Filing source

Form ADV 2078963 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.