WILSHIRE QUINN CAPITAL, INC.

Overview

Wilshire Quinn Capital, Inc. is an SEC-registered advisory corporation focused on managing pooled investment vehicles for institutional clients. The firm registers as an owner-type individual entity and was entered into SEC oversight in 2023. Its advisory activity centers on portfolio management for pooled vehicles rather than direct retail advisory relationships, and it also engages in the sale of other financial products. The firm’s fee model combines a percentage-of-AUM management fee with performance-based fees, indicating it operates with both a conventional management charge and incentive alignment tied to fund performance. Wilshire Quinn is not identified as an active ESG investor. It is classified as unclassified for regulatory categorization and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices