WILSHIRE ADVISORS LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$96,494,557,024	310	Mar 31, 2022
2022	$95,554,572,990	273	Mar 31, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	280,253	$41,710,300,984	43.7%
Retirement plans	27,818	$18,546,875,175	19.4%
Other clients	10	$14,686,847,376	15.4%
Insurance companies	Fewer than 5	$12,233,420,583	12.8%
Government entities	Fewer than 5	$2,362,697,177	2.5%
Other investment advisers	17	$2,208,106,629	2.3%
Investment companies	2	$1,516,786,114	1.6%
Pooled investment vehicles	45	$1,496,471,221	1.6%
Sovereign wealth & foreign institutions	Fewer than 5	$521,682,962	0.5%
Corporations & businesses	5	$247,092,932	0.3%
Charities	Fewer than 5	$24,291,837	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%

Filing source

Form ADV 1775495 · Jul 18, 2023 · 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 SPF FUND, L.P.Private Equity Fund$0Gross asset value

Search Form D filings →

Auditor KPMG LLP LOS ANGELES, California, 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: 805-8223155928
Reported beneficial owners: 2
Minimum commitment: $5M

Form ADV 1775495 · Jul 18, 2023 · 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

View a filing

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

What changed?

Since Jul 13, 2023 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1775495 · Jul 18, 2023 · 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: $95.3B
Non-discretionary: $267M

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 600
SANTA MONICA, CA, 90401-1085, United States

CRD 6210

Filing source

Form ADV 1775495 · Jul 18, 2023 · 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.