WILSHIRE QUINN CAPITAL, INC.

RIASEC RegisteredEst. 2023
Total AUM
$188M
Discretionary
$188M
100% of AUM
Avg account
$188M
Accounts
1
Employees
6
Advisory reps
1

Firm details

Headquarters
SAN DIEGO, California
CRD number
148012
Registered since
April 26, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER GARCIA

    CEOCRD 5335958

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
2550 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth