WILSHIRE: Investment Adviser Form ADV Filing

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
2023	$94,873,146,068	298	Mar 30, 2024
2024	$99,099,327,356	270	Mar 31, 2025

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
Other clients	289,092	$49,688,655,057	50.1%
Pooled investment vehicles	94	$35,419,164,188	35.7%
Retirement plans	85,440	$8,326,724,450	8.4%
Government entities	32	$1,757,334,331	1.8%
Investment companies	4	$1,690,442,188	1.7%
Other investment advisers	12,614	$1,342,052,963	1.4%
Charities	19	$722,583,408	0.7%
Corporations & businesses	Fewer than 5	$114,659,362	0.1%
Sovereign wealth & foreign institutions	Fewer than 5	$37,711,409	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Insurance companies	3	$0	0.0%

Filing source

Form ADV 2001222 · Jul 1, 2025 · 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.

Private funds & service providers

1 selected 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.

View all funds in this filing

WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND IV, L.P.Private Equity Fund$27.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Wilshire Private Markets Family Office Fund IV, L.P.

Fund administrator U.S. BANCORP FUND SERVICES, LLC (D/B/A U.S. BANK GLOBAL FUND SERVICES) MILWAUKEE, Wisconsin, 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 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

U.S. BANK, N.A.
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source

Fund ID: 805-7904347724
Reported beneficial owners: 19
Minimum commitment: $1M
Form D file number: 021-346252

Form ADV 2001222 · Jul 1, 2025 · 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 May 9, 2025 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2001222 · Jul 1, 2025 · 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: $98.2B
Non-discretionary: $855M

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

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 2001222 · Jul 1, 2025 · 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.