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-faceted investment manager organized as a limited liability company and registered with the SEC since 1990. The firm functions as both a capital allocator and an active manager, combining hedge fund and private equity activity with sponsor/GP roles in pooled vehicles. Its primary client base is institutional, and its advisory scope spans portfolio management for individuals and small businesses through to institutions and pooled investment vehicles. Wilshire also provides pension consulting, selects sub‑advisers, and produces educational content and periodicals. The firm reports CPO/CTA activities, a fee mix that includes asset‑based, fixed and performance components, and identifies itself as an active ESG investor.