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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 271,330 | $40,970,778,006 | 49.5% |
| Retirement plans | 37,313 | $17,397,438,268 | 21.0% |
| Insurance companies | 3 | $11,356,401,501 | 13.7% |
| Pooled investment vehicles | 55 | $4,421,337,775 | 5.3% |
| Other investment advisers | 14 | $3,863,840,393 | 4.7% |
| Investment companies | 2 | $1,923,259,956 | 2.3% |
| Other clients | 10 | $1,789,790,568 | 2.2% |
| Sovereign wealth & foreign institutions | 15 | $458,386,389 | 0.6% |
| Government entities | 1 | $424,747,629 | 0.5% |
| Corporations & businesses | 6 | $164,016,923 | 0.2% |
| Charities | 1 | $21,468,175 | 0.0% |
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.
KPMG LLC
Auditor · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
- BVK EUROPE OPPORTUNITIES FUND I, L.P.
- WILSHIRE SOLUTIONS TRUST-US EQUITY FUND
- WILSHIRE SOLUTIONS TRUST-CORE FIXED INCOME FUND
- WILSHIRE SOLUTIONS TRUST-NON US EQUITY FUND
- WILSHIRE BVV U.S., L.P. (SERIES II)
- WILSHIRE U.S. PRIVATE MARKETS FUND VIII, L.P.
- WILSHIRE SOLUTION TRUST - DIVERSIFIED CREDIT FUND
- WILSHIRE U.S. PRIVATE MARKETS FUND VII, L.P.
- WILSHIRE BVV EUROPE VENTURE FUND, L.P. (SERIES I)
- WILSHIRE BVV EUROPE, L.P. (SERIES III)
- WILSHIRE MNCPPC EMPLOYEES RETIREMENT SYSTEM GLOBAL, L.P.
- WILSHIRE GLOBAL PRIVATE MARKETS FUND IX, L.P.
- WILSHIRE U.S. PRIVATE MARKETS FUND VI, L.P.
- WILSHIRE BVV U.S., L.P. (SERIES IV)
- WILSHIRE BVV EUROPE, L.P. (SERIES IV)
- WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, L.P. (SERIES II)
- WILSHIRE EUROPEAN PRIVATE MARKETS FUND VIII, L.P.
- WILSHIRE BVV EUROPE, L.P. (SERIES II)
- WILSHIRE SOLUTIONS TRUST-REAL ASSETS FUND
- WILSHIRE BVV U.S., L.P. (SERIES III)
- WILSHIRE BVV U.S., L.P.(SERIES I)
- WILSHIRE BVV U.S., L.P. (SERIES V)
- WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND III, L.P.
- WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND II, L.P.
- WILSHIRE SPF FUND II, L.P.
- WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND I, L.P.
- WILSHIRE DL FUND CV
- WILSHIRE EUROPEAN PRIVATE MARKETS FUND VII, L.P.
- WILSHIRE EUROPEAN PRIVATE MARKETS FUND VI, L.P.
- WILSHIRE PRIVATE MARKETS OPPORTUNITIES FUND II-B, L.P.
- WILSHIRE PRIVATE MARKETS JAPAN MASTER FUND III, LTD.
- WILSHIRE U.S. PRIVATE MARKETS FUND VIII (OFFSHORE), L.P.
- WILSHIRE SPF FUND, L.P.
- WILSHIRE ASIA PRIVATE MARKETS FUND VII, L.P.
- WILSHIRE ASIA PRIVATE MARKETS FUND VIII, L.P.
- WILSHIRE U.S. PRIVATE MARKETS FUND IV, L.P.
- WILSHIRE PRIVATE MARKETS REAL ESTATE FAMILY OFFICE FUND I, L.P.
- WILSHIRE ASIA PRIVATE MARKETS FUND VIII (OFFSHORE), L.P.
- WILSHIRE PRIVATE MARKETS OPPORTUNITIES FUND II, L.P.
- WILSHIRE U.S. PRIVATE MARKETS FUND V, L.P.
- WILSHIRE PRIVATE MARKETS SHORT DURATION FUND I, L.P.
- WILSHIRE EUROPEAN PRIVATE MARKETS FUND VIII (OFFSHORE), L.P.
- WILSHIRE U.S. PRIVATE MARKETS FUND VI (OFFSHORE), L.P.
- WILSHIRE EUROPEAN PRIVATE MARKETS FUND V, L.P.
- WILSHIRE NON-U.S. PRIVATE MARKETS FUND IV, L.P.
Private funds & service providers
74 detailed fund recordsLargest 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.
WILSHIRE INSTITUTIONAL MASTER FUND SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIOHedge Fund · Master$496MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-8629332032
- Reported beneficial owners
- 4
- Minimum commitment
- $0
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.
BVK EUROPE OPPORTUNITIES FUND I, L.P.Private Equity Fund$223MGross asset value
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
- 805-4763273232
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
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.
SUMMIT HILL CREDIT FUND, L.P.Private Equity Fund$221MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-4207287466
- Reported beneficial owners
- 2
- Minimum commitment
- $70M
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.
WILSHIRE SOLUTIONS TRUST-US EQUITY FUNDOther Private Fund$220MGross asset value
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
- 805-3096615514
- Reported beneficial owners
- 22
- 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.
WILSHIRE INSTITUTIONAL MASTER FUND II SPC - MARBLE MULTIPLE ALTERNATIVE RISK PREMIA SPHedge Fund$209MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-7786833352
- Reported beneficial owners
- 2
- 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.
WILSHIRE SOLUTIONS TRUST-CORE FIXED INCOME FUNDOther Private Fund$183MGross asset value
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.
OCEANS UMBRELLA SICAV SIF - WILSHIRE HEDGED OPPORTUNITIES FUNDHedge Fund · Master$156MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1336988598
- Reported beneficial owners
- 2
- Minimum commitment
- $0
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 700SANTA 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.