Wilshire

RIASEC Registered

Total AUM

$149B

Discretionary

$148B

99% of AUM

Avg account

$229K

Accounts

650,319

Employees

307

Advisory reps

Firm details

Headquarters: Santa Monica, California
CRD number: 6210
Registered since: March 16, 1990
Website: www.wilshire.com
Custodians: AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Other Investment Advisers61.96%
Pooled Investment Vehicles27.88%
Pension & Profit Sharing Plans5.71%
Other1.84%
Investment Companies1.23%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wilshire is an LLC that operates as a multi-strategy asset manager and capital allocator with an institutional client focus. The firm is registered with the SEC (registered in 1990) and is organized to run hedge fund and private equity strategies while also acting as a manager of pooled vehicles and sponsor/GP for funds. Wilshire performs a range of advisory services — portfolio management for individuals and institutions, pension consulting, selection of sub-advisers, and publication/education activities — and also has CPO/CTA activity on its roster. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based components. The firm identifies as an active ESG investor.