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.

View on SEC.gov ↗

World Investments, Inc. owners & executives

10 reported

Name	Title	Ownership	Since
Ana Roumenova Carter	Finop	Under 5%	2024
Jennette Lee Fraler	Vp/Chief Compliance Officer	Under 5%	2020
Thomas Patrick Sr Hyland Control	President/Director	Under 5%	2023
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Frequently 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

Assets under management

Discretionary	$1.64B
Non-discretionary	$98.4M
Total (RAUM)	$1.73B