Wilshire Advisors LLC

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Assets, Funds, Holdings

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Wilshire Advisors LLC
CRD #6210
SEC #801-36233
CIK #0001616628
AUM 149.10 B (2026-06-05)
Employees 307 (28% Investors, 6% Brokers)
Phone310-451-3051
Address1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
15012090603001999200820172027
Sector Form 13F Holdings Value ($M)
Loandepot Inc 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002015201920232027
Type Form D Funds Date Sold AUM
HF Wilshire Alternative Series Fund LP 2026-03-31
HF Wilshire Selective Opportunities Program SPC - Wilsop SP5 2026-03-31
HF Wilshire CH SPC - CMAP Macro CH Fund SP [2025-07-31] 250.0 M 1,121.2 M
Filed 2025-06-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Wilshire MK SPC - CMAP Macro MK Fund SP [2025-07-31] 250.0 M 1,542.9 M
Filed 2025-06-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE 2025 Wilshire Private Credit Annual Fund Series LP [2025-04-08] 55.0 M 55.3 M
Filed 2025-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Wilshire Alternative Yield Solutions Fund LP [2025-04-08] 19.8 M 6.7 M
Filed 2026-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $19,318 · Net Assets Decline to Disclose
HF Wilshire Offshore Alternative Yield Solutions Ltd [2025-04-08] 19.8 M 11.0 M
Filed 2026-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $19,318 · Net Assets Decline to Disclose
PE Mill Creek Wilshire Private Equity 2024 LP [2025-02-04] 97.9 M 135.8 M
Filed 2025-01-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Wilshire BVV Europe LP Series VII 2025-02-04 68.5 M
PE Wilshire BVV US LP Series VIII 2025-02-04 46.8 M
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 1.8
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 101 41.6
(g) Pension and profit sharing plans 94,431 8.5
(h) Charitable organizations 19 0.5
(i) State or municipal government entities 29 1.5
(j) Other investment advisers 662,119 92.4
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 5 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 3,581 2.7
Total 650,319 149.1
By Discretionary
Discretionary 650,318 148.2
Non-Discretionary 1 0.9
Total 650,319 149.1
By Non-United States Persons
Non-United States Persons 36.4
United States Persons 112.7
Total 650,319 149.1
Limited Partners2011 - 2026
Ohio Police & Firefighters
Form D Directors Role # Filings # Firms 2011 - 2026
Michelle Wilson-Clarke Director 284 70
Scott Lennon Director 163 37
Georgia Prinsloo Director 156 37
Warren Keens Director 128 26
Isatou Sey Director 41 13
John Boothman Director 52 7
Alastair Torvaney Director 63 6
Marshall Wace Llp Executive Officer 57 6
Lionel Erdely Director 70 5
BlackRock Financial Management Inc Executive Officer 64 5
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001616628]
3 [0001616628]
SC 13G [0001616628]
Form 13D/13G Filer Form 13D/13G Subject Filed
Wilshire Advisors LLC iShares Trust [2021-09-14]
Firm Profile (Form ADV)
Discretionary AUM$7.3B
Clients109,978
ServesInstitutional, Retail, Research
Fund TypesHedge Fund, Private Equity
LEI5493006KQ33M42BQX139
Related People Network
56 people file Form D offerings alongside this firm's people, tied to 24 other firms through shared filers.
Form 3/4/5 Subject 2011 - 2026
Wilshire Advisors LLC
Wilshire Private Assets Fund
Wilshire Private Assets Tender Fund
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