|
⚲
|
| Wilshire Advisors LLC
✚
|
|
|---|---|
| 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) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LDI | 236.3 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($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 |
|---|---|
| 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 |
|---|---|---|
| Wilshire Advisors LLC | iShares Trust | [2021-09-14] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Delaware Wilshire Private Markets Fund | |
| Wilshire Advisors LLC |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
D E Shaw & Co LP
✚
|
NY | 109.3 |
|
Boston Management and Research
✚
|
MA | 106.1 |
|
Vista Equity Partners Management LLC
✚
|
CA | 103.8 |
|
Silver Lake Technology Management LLC
✚
|
CA | 95.4 |
|
Elliott Investment Management LP
✚
|
FL | 93.2 |
|
Apollo Management LP
✚
|
NY | 90.2 |
|
Aegon USA Investment Management LLC
✚
|
IA | 87.3 |
|
Cerberus Capital Management LP
✚
|
NY | 82.4 |
|
iCapital Advisors LLC
✚
|
NY | 82.1 |
|
Insight Venture Management LLC
✚
|
NY | 79.5 |