Investment adviser · CRD 6210

WILSHIRE ADVISORS LLC

SANTA MONICA, CA, United States · Form ADV filed Jan 5, 2022

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 1588204 · Jan 5, 2022 · 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

BVK EUROPE OPPORTUNITIES FUND III, L.P.Private Equity Fund$10.6MGross asset value
Search Form D filings →
Auditor KPMG LLP LOS ANGELES, Arkansas, United States Other funds reporting this name →
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, 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 LLP
PCAOB 185

Fund details & source
Fund ID
805-4341113689
Reported beneficial owners
2
Minimum commitment
$5M

Form ADV 1588204 · Jan 5, 2022 · 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?

Since Jan 4, 2022 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1588204 · Jan 5, 2022 · 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 1588204 · Jan 5, 2022 · 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.