Eladia Medin

Eladia Medin is Vice President of Operations at Wilsey Asset Management, a San Diego-based SEC-registered investment advisory firm. The firm’s team page states that she has held the VP of Operations role since 2002, overseeing operations and helping manage the firm’s growth.

Wilsey Asset Management describes Medin as having more than 20 years of sales and management executive experience across the finance and retail industries. The firm also states that she has a degree in Merchandising and has implemented operational strategies for both the operational and finance segments of the business.

Regulatory and filing sources also connect Medin to compliance and reporting responsibilities. Private Fund Data, citing Form ADV data, lists Eladia Mayra Medin as Chief Compliance Officer with an ownership stake under 5%. SEC Form 13F filings for Wilsey Asset Management list Eladia Medin as the person signing on behalf of the reporting manager, with the title Vice President of Operations.

• Wilsey Asset Management is not presented in public sources as a seed-stage venture or angel-investing platform; its stated business is wealth management, financial planning, and investment advisory services.
• The firm’s stated approach is an “Individualized Concentrated Value Portfolio,” where clients hold individual company shares rather than mutual funds or ETFs.
• Wilsey says it reviews company fundamentals including valuation ratios, sales and earnings growth, financial strength, management effectiveness, management efficiency, and target buy/sell prices.
• The firm states that portfolios are concentrated, typically “not more than 15 to 18 different companies,” diversified across industries, and based on value-oriented public-equity selection.
• Wilsey’s investment-services page says the firm is “investing in a diverse portfolio of different businesses, not gambling on the stock market or stock trading.”