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| Wilshire Quinn Capital Inc
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|---|---|
| CRD # | 148012 |
| SEC # | 801-127734 |
| CIK # | |
| AUM | $171.0 MM (2024-01-12) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 619-872-6000 |
| Address | 2550 Fifth Avenue San Diego, CA 92103 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Wilshire Quinn Income Fund LLC | [2022-06-28] | 99.9 | 171.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 171.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 171.0 |
| By Discretionary | ||
| Discretionary | 550 | 171.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.0 | |
| Total | 550 | 171.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Christopher Garcia | 9 | ||
| Matthew Mielke | 2 |
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|---|---|---|
|
SAAS Capital LLC
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|
OH | 0.2 |
|
Aureana Capital Management LLC
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|
NY | 0.2 |
|
Blueprint Local LLC
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VA | 0.2 |
|
Winthrop Square Capital LP
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MA | 0.2 |
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First Trust Global Portfolios Limited
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0.2 | |
|
Capital Impact Advisors LLC
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MA | 0.2 |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.2 |
|
GSI Capital Advisors LLC
✚
|
CA | 0.2 |
|
Accord Asset Partners LLC
✚
|
CA | 0.2 |
|
Solpacific LLC
✚
|
MN | 0.2 |