Investment adviser · CRD 6210

WILSHIRE ADVISORS LLC

SANTA MONICA, CA, United States · Form ADV filed Oct 7, 2021

Regulatory AUM
$82.8B
Form ADV · Item 5.F
Client accounts
562,582
Accounts, not individual clients
Employees
265
Reported in this filing
Advisory professionals
83
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
Individuals271,330$40,970,778,00649.5%
Retirement plans37,313$17,397,438,26821.0%
Insurance companies3$11,356,401,50113.7%
Pooled investment vehicles55$4,421,337,7755.3%
Other investment advisers14$3,863,840,3934.7%
Investment companies2$1,923,259,9562.3%
Other clients10$1,789,790,5682.2%
Sovereign wealth & foreign institutions15$458,386,3890.6%
Government entities1$424,747,6290.5%
Corporations & businesses6$164,016,9230.2%
Charities1$21,468,1750.0%
Filing source

Form ADV 1570109 · Oct 7, 2021 · Item 5.D

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

WILSHIRE SOLUTIONS TRUST-CORE FIXED INCOME FUNDOther Private Fund$183MGross asset value
Search Form D filings →
Auditor KPMG LLC LOS ANGELES, California, United States Other funds reporting this name →
Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLC
PCAOB 185

Fund details & source
Fund ID
805-3892729353
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 1570109 · Oct 7, 2021 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

No comparable changes in the displayed metrics.

Filing source

Form ADV 1570109 · Oct 7, 2021 · Items 1 & 5

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$82.4B
Non-discretionary
$381M
Filing history · 0 annual filings

Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.

    Reported services

    Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

    Compensation

    Percentage of assets · Fixed · Performance-based

    Principal office

    1299 OCEAN AVENUE SUITE 700
    SANTA MONICA, CA, 90401-1085, United States

    CRD 6210

    Filing source

    Form ADV 1570109 · Oct 7, 2021 · Items 1 & 5

    Reported by WILSHIRE ADVISORS LLC (CRD 6210).

    Other-Than Anual Amendment For Registered Adviser.

    Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.