Investment adviser · CRD 6210

WILSHIRE

WILSHIRE ADVISORS LLC

SANTA MONICA, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $149B
Client accounts: 650,319
Employees: 307
Advisory professionals: 86

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 investment advisers	662,119	$92,381,181,836	62.0%
Pooled investment vehicles	101	$41,576,337,099	27.9%
Retirement plans	94,431	$8,514,374,384	5.7%
Other clients	3,581	$2,736,745,249	1.8%
Investment companies	4	$1,836,765,134	1.2%
Government entities	29	$1,509,310,194	1.0%
Charities	19	$498,614,268	0.3%
Sovereign wealth & foreign institutions	5	$49,203,159	0.0%
Corporations & businesses	Fewer than 5	$12,348	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%

Filing source

Form ADV 2074833 · Mar 31, 2026 · 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

93 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.

WILSHIRE BVV U.S., L.P. (SERIES I)Private Equity Fund$17.9MGross asset value

Search Form D filings →

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: 805-9169937478
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 2074833 · Mar 31, 2026 · 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 PRIVATE MARKETS FAMILY OFFICE FUND II, L.P.Private Equity Fund$15.9MGross 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 II, L.P.

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: 805-1387142885
Reported beneficial owners: 15
Minimum commitment: $1M
Form D file number: 021-235067

Form ADV 2074833 · Mar 31, 2026 · 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 OFFSHORE ALTERNATIVE YIELD SOLUTIONS LTD.Hedge Fund · Feeder$11MGross asset value

Form D fundraising filings

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

Wilshire Alternative Yield Solutions Fund, L.P.

Fund administrator U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG GEORGE TOWN, Cayman Islands 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
PCAOB 1323

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

Fund details & source

Fund ID: 805-7776227598
Reported beneficial owners: 20
Minimum commitment: $250K
Form D file number: 021-493375

Form ADV 2074833 · Mar 31, 2026 · 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 PRIVATE MARKETS FAMILY OFFICE FUND I, L.P.Private Equity Fund$10.2MGross 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 I, L.P.

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: 805-2754315830
Reported beneficial owners: 10
Minimum commitment: $1M
Form D file number: 021-190381

Form ADV 2074833 · Mar 31, 2026 · 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 PRIVATE MARKETS OPPORTUNITIES FUND II-B, L.P.Private Equity Fund$9.33MGross 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

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

Fund details & source

Fund ID: 805-5373155492
Reported beneficial owners: 6
Minimum commitment: $5M
Form D file number: 021-118578

Form ADV 2074833 · Mar 31, 2026 · 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 ALTERNATIVE YIELD SOLUTIONS FUND, L.P.Hedge Fund · Master$6.7MGross asset value

Form D fundraising filings

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

Wilshire Alternative Yield Solutions Fund, L.P.

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: 805-1117765827
Reported beneficial owners: 22
Minimum commitment: $250K
Form D file number: 021-493375

Form ADV 2074833 · Mar 31, 2026 · 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 PRIVATE MARKETS REAL ESTATE FAMILY OFFICE FUND I, L.P.Private Equity Fund$4.47MGross asset value

Form D fundraising filings

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

Wilshire Private Markets Real Estate Family Office Fund I, L.P.

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: 805-9357549568
Reported beneficial owners: 16
Minimum commitment: $1M
Form D file number: 021-201239

Form ADV 2074833 · Mar 31, 2026 · 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 Mar 12, 2026 · previous imported filing

Regulatory AUM$99,099,327,356 → $149,102,543,671
Client accounts287,663 → 650,319
Employees270 → 307

Filing source

Form ADV 2074833 · Mar 31, 2026 · 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: $148B
Non-discretionary: $859M

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 2074833 · Mar 31, 2026 · 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.