Investment adviser · CRD 6210
WILSHIRE
WILSHIRE ADVISORS LLC
SANTA MONICA, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $149B Form ADV · Item 5.F
- Client accounts
- 650,319 Accounts, not individual clients
- Employees
- 307 Reported in this filing
- Advisory professionals
- 86 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 investment advisers | 662,119 | $92,381,181,836 | 62.0% |
| Pooled investment vehicles | 101 | $41,576,337,099 | 27.9% |
| Retirement plans | 94,431 | $8,514,374,384 | 5.7% |
| Other clients | 3,581 | $2,736,745,249 | 1.8% |
| Investment companies | 4 | $1,836,765,134 | 1.2% |
| Government entities | 29 | $1,509,310,194 | 1.0% |
| Charities | 19 | $498,614,268 | 0.3% |
| Sovereign wealth & foreign institutions | 5 | $49,203,159 | 0.0% |
| Corporations & businesses | Fewer than 5 | $12,348 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2074833 · Mar 31, 2026 · 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
93 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$1.1BGross 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
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 2074833 · Mar 31, 2026 · 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.
CMAP EMSO FUND LIMITEDHedge Fund$1.09BGross 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
CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2886944715
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-548301
- Form D file number
- 021-306692
Form ADV 2074833 · Mar 31, 2026 · 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.
CMAP TRENDS FUND LIMITEDHedge Fund$1.01BGross 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
MORGAN STANLEY & CO. LLC
SEC 8-15869
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-9675322618
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-464267
Form ADV 2074833 · Mar 31, 2026 · 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.
WMS SPC - CMAP MACRO WL FUND SPHedge Fund$926MGross 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
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
GOLDMAN SACHS & CO. LLC
SEC 8-129
Fund details & source
- Fund ID
- 805-3423177814
- Reported beneficial owners
- 1
- Minimum commitment
- $50M
- Form D file number
- 021-506692
Form ADV 2074833 · Mar 31, 2026 · 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 SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIOHedge Fund · Master$778MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
U.S. BANK, N.A.
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-8629332032
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 2074833 · Mar 31, 2026 · 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$760MGross 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
- 805-4207287466
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-336992
Form ADV 2074833 · Mar 31, 2026 · 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 ALTERNATIVE YIELD FUND, L.P.Private Equity Fund$754MGross 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 2074833 · Mar 31, 2026 · 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 Mar 12, 2026 · previous imported filing
- Regulatory AUM$99,099,327,356 → $149,102,543,671
- Client accounts287,663 → 650,319
- Employees270 → 307
Filing source
Form ADV 2074833 · Mar 31, 2026 · 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
- $148B
- Non-discretionary
- $859M
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 2074833 · Mar 31, 2026 · 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.