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Wilshire Advisors LLC
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CRD # | 6210 |
SEC # | 801-36233 |
CIK # | 0001616628 |
AUM | $95.6 BB (2023-03-31) |
Employees | 273 (30% Investors, 4% Brokers) |
Phone | 310-451-3051 |
Address | 1299 Ocean Avenue Suite 600 Santa Monica, CA 90401-1085 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LDI | 236.3 | 0.0 | |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | 2022 Wilshire Private Credit Annual Fund Series LP | 2023-03-31 | 0.0 | |
PE | 2022 Wilshire Private Equity Annual Fund Series LP | 2023-03-31 | 0.0 | |
PE | Mill Creek Wilshire Private Equity 2022 LP | 2023-03-31 | 17.7 | |
PE | Summit Hill Alternate Yield Fund LP | 2023-03-31 | 127.0 | |
PE | Wilshire - BBI UK VC Co-Invest LP | 2023-03-31 | 0.0 | |
PE | Wilshire BVV Europe LP Series VI | 2022-03-31 | 45.6 | |
PE | Wilshire BVV US LP Series VII | 2022-03-31 | 53.7 | |
PE | Wilshire European Venture Capital Fund II SCSP | 2022-03-31 | 58.6 | |
HF | Wilshire Institutional Master Fund II SPC - Systematic Cross Premia SP | 2022-03-31 | 51.4 | |
PE | Wilshire Mncppc Employees' Retirement System Global LP Series III | 2022-03-31 | 4.7 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 280,253 | 41.7 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 1.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 45 | 1.5 |
(g) Pension and profit sharing plans | 27,818 | 18.5 |
(h) Charitable organizations | 1 | 0.0 |
(i) State or municipal government entities | 4 | 2.4 |
(j) Other investment advisers | 17 | 2.2 |
(k) Insurance companies | 2 | 12.2 |
(l) Sovereign wealth funds and foreign official institutions | 3 | 0.5 |
(m) Corporations or other businesses not listed above | 5 | 0.2 |
(n) Other | 10 | 14.7 |
Total | 591,801 | 95.6 |
By Discretionary | ||
Discretionary | 591,800 | 95.3 |
Non-Discretionary | 1 | 0.3 |
Total | 591,801 | 95.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.8 | |
United States Persons | 94.7 | |
Total | 591,801 | 95.6 |
Limited Partners | 2011 - 2024 |
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Ohio Police & Firefighters |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Michelle WilsonClarke | 272 | |||
Georgia Prinsloo | 118 | |||
Scott Lennon | 148 | |||
Warren Keens | 119 | |||
Isatou Sey | 41 | |||
Victor Zhang | 8 | |||
Jason Schwarz | 3 | |||
Jamie Ohl | 2 | |||
Anthony Wicklund | 1 | |||
Jonathan Miles | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001616628] | |
3 | [0001616628] | |
SC 13G | [0001616628] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Wilshire Advisors LLC | iShares Trust | [2021-09-14] |
Form 3/4/5 Subject | 2011 - 2024 |
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Delaware Wilshire Private Markets Fund | |
Wilshire Advisors LLC |
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