Wilshire

RIASEC RegisteredEst. 1990

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 operates as a multi-strategy asset manager and capital allocator organized as an LLC and registered with the SEC since 1990. The firm is classified across hedge fund, private equity and broader fund-management activities and serves primarily institutional clients while also providing portfolio management for individuals, pooled vehicles, businesses and investment companies. Wilshire acts in sponsor and GP roles for pooled vehicles and maintains CPO/CTA functionality as part of its business activities. Its advisory services span discretionary portfolio management, pension consulting and selection of other advisers, along with publishing and educational efforts. Fee arrangements include AUM-based fees, fixed fees and performance-linked fees. The firm self-identifies as an active ESG investor.