Wilshire
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
FINTRXOverview
Wilshire is a multi-faceted asset manager organized as an LLC and registered with the SEC since 1990. The firm serves primarily institutional clients and functions both as a capital allocator and as a manager/sponsor of pooled vehicles. Its charter covers a range of activities: portfolio management for individuals, businesses and institutions; selection of other advisers; pension consulting; publication and educational programming; and operation as a commodity pool operator/commodity trading adviser. Fee arrangements include percentage-of-AUM, fixed fees and performance-based components. Wilshire also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Jason Schwarz
Chief Executive OfficerCRD 5067865
Joshua Emanuel
Chief Investment OfficerCRD 5815995
Christina Walsh
Chief Financial OfficerCRD 5183795
Contacts
3 of 3
Suehyun Kim
Vice PresidentCRD 3126805
Erin Simpson
Head of OperationsCRD 7530853
Jason Hubschman
General Securities PrincipalCRD 2632600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$10.3M in ETFs
100%
$10.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $4M | 41,128 | 38.56% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1299 Ocean Ave
- Time zone
- PT (UTC-8)
- Office locations
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