Investment adviser · CRD 6210
WILSHIRE
WILSHIRE ADVISORS LLC
SANTA MONICA, CA, United States · Form ADV filed Mar 31, 2025
- Regulatory AUM
- $99.1B Form ADV · Item 5.F
- Client accounts
- 287,663 Accounts, not individual clients
- Employees
- 270 Reported in this filing
- Advisory professionals
- 96 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory 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.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $96,494,557,024 | 310 | Mar 31, 2022 |
| 2022 | $95,554,572,990 | 273 | Mar 31, 2023 |
| 2023 | $94,873,146,068 | 298 | Mar 30, 2024 |
| 2024 | $99,099,327,356 | 270 | Mar 31, 2025 |
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 |
|---|---|---|---|
| Other clients | 289,092 | $49,688,655,057 | 50.1% |
| Pooled investment vehicles | 94 | $35,419,164,188 | 35.7% |
| Retirement plans | 85,440 | $8,326,724,450 | 8.4% |
| Government entities | 32 | $1,757,334,331 | 1.8% |
| Investment companies | 4 | $1,690,442,188 | 1.7% |
| Other investment advisers | 12,614 | $1,342,052,963 | 1.4% |
| Charities | 19 | $722,583,408 | 0.7% |
| Corporations & businesses | Fewer than 5 | $114,659,362 | 0.1% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $37,711,409 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Insurance companies | 3 | $0 | 0.0% |
Filing source
Form ADV 1950279 · Mar 31, 2025 · Item 5.D
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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
86 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 SELECTIVE OPPORTUNITIES PROGRAM SPC - WILSOP SEGREGATED PORTFOLIO 2Hedge Fund$804MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
SOCIETE GENERALE SECURITIES SERVICES, SGSS (IRELAND) LIMITED
LEI 635400KMTVZWMVBM1U81
Fund details & source
- Fund ID
- 805-6907828803
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
- Form D file number
- 021-332103
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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.
CMAP SRPA FUND LIMITEDHedge Fund$714MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
J.P. MORGAN SECURITIES LLC
SEC 8-35008
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
MORGAN STANLEY & CO. LLC
SEC 8-15869
Fund details & source
- Fund ID
- 805-9617082382
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-342100
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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.
CMAP MACROGM FUND LIMITEDHedge Fund$638MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
BARCLAYS CAPITAL INC.
SEC 8-41342
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
UBS AG
LEI BFM8T61CT2L1QCEMIK50
Fund details & source
- Fund ID
- 805-2335365003
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-499702
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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 REAL ASSETS FUND, L.P.Private Equity Fund$614MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
U.S. BANK, N.A.
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-1924834458
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-336991
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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 ALTERNATE YIELD FUND, L.P.Private Equity Fund$522MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
U.S. BANK, N.A.
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-9657066185
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-457800
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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.
WNT SPC - CMAP TREND WNT FUND SPHedge Fund$512MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
BARCLAYS BANK PLC
LEI G5GSEF7VJP5I7OUK5573
BNP PARIBAS SECURITIES CORP.
SEC 8-32682
CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76
Fund details & source
- Fund ID
- 805-8088460831
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-523489
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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.
CMAP QMS FUND LIMITEDHedge Fund$510MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
MORGAN STANLEY & CO. LLC
SEC 8-15869
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
UBS AG
LEI BFM8T61CT2L1QCEMIK50
Fund details & source
- Fund ID
- 805-9196126321
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-286148
Form ADV 1950279 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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 Feb 4, 2025 · previous imported filing
- Regulatory AUM$94,873,146,068 → $99,099,327,356
- Client accounts373,588 → 287,663
- Employees298 → 270
Filing source
Form ADV 1950279 · Mar 31, 2025 · Items 1 & 5
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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
- $98.2B
- Non-discretionary
- $855M
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1299 OCEAN AVENUE SUITE 600SANTA MONICA, CA, 90401-1085, United States
CRD 6210
Filing source
Form ADV 1950279 · Mar 31, 2025 · Items 1 & 5
Reported by WILSHIRE ADVISORS LLC (CRD 6210).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
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.