Investment adviser · CRD 6210

WILSHIRE ADVISORS LLC

SANTA MONICA, CA, United States · Form ADV filed Dec 15, 2023

Regulatory AUM: $95.6B
Client accounts: 591,801
Employees: 273
Advisory professionals: 81

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$96,494,557,024	310	Mar 31, 2022
2022	$95,554,572,990	273	Mar 31, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	280,253	$41,710,300,984	43.7%
Retirement plans	27,818	$18,546,875,175	19.4%
Other clients	10	$14,686,847,376	15.4%
Insurance companies	Fewer than 5	$12,233,420,583	12.8%
Government entities	Fewer than 5	$2,362,697,177	2.5%
Other investment advisers	17	$2,208,106,629	2.3%
Investment companies	2	$1,516,786,114	1.6%
Pooled investment vehicles	45	$1,496,471,221	1.6%
Sovereign wealth & foreign institutions	Fewer than 5	$521,682,962	0.5%
Corporations & businesses	5	$247,092,932	0.3%
Charities	Fewer than 5	$24,291,837	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%

Filing source

Form ADV 1805438 · Dec 15, 2023 · Item 5.D

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

BNY MELLON TRUST OF DELAWARE

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

86 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

SUMMIT HILL CREDIT FUND, L.P.Private Equity Fund$587MGross asset value

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Fund administrator U.S. BANCORP FUND SERVICES, LLC (D/B/A U.S. BANK GLOBAL FUND SERVICES) MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian U.S. BANK, N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-4207287466
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

SUMMIT HILL REAL ASSETS FUND, L.P.Private Equity Fund$441MGross asset value

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Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian U.S. BANK, N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-1924834458
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

WILSHIRE INSTITUTIONAL MASTER FUND SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIOHedge Fund · Master$230MGross asset value

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Fund administrator US BANCORP HACKENSACK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-8629332032
Reported beneficial owners: 4
Minimum commitment: $0

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

WILSHIRE INSTITUTIONAL MASTER FUND II SPC - MARBLE MULTIPLE ALTERNATIVE RISK PREMIA SPHedge Fund$209MGross asset value

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Fund administrator US BANCORP HACKENSACK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian US BANK CINCINNATI, Ohio, United States Related to adviser: No Other funds reporting this name →

Marketer MIZUHO SECURITIES CO., LTD. TOKYO, Japan Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-7786833352
Reported beneficial owners: 2
Minimum commitment: $1M

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

WILSHIRE SOLUTIONS TRUST-CLIMATE TRANSITION FUNDOther Private Fund$204MGross asset value

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Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-8777977947
Reported beneficial owners: 14
Minimum commitment: $1M

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

BVK EUROPE OPPORTUNITIES FUND II, L.P.Private Equity Fund$203MGross asset value

Search Form D filings →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian U.S. BANK, N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-6454947125
Reported beneficial owners: 2
Minimum commitment: $5M

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

BVK EUROPE OPPORTUNITIES FUND I, L.P.Private Equity Fund$194MGross asset value

Search Form D filings →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian U.S. BANK, N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-4763273232
Reported beneficial owners: 2
Minimum commitment: $5M

Form ADV 1805438 · Dec 15, 2023 · Schedule D 7.B.(1)

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

View a filing

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Jul 18, 2023 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1805438 · Dec 15, 2023 · Items 1 & 5

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $95.3B
Non-discretionary: $267M

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1299 OCEAN AVENUE SUITE 600
SANTA MONICA, CA, 90401-1085, United States

CRD 6210

Filing source

Form ADV 1805438 · Dec 15, 2023 · Items 1 & 5

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.