Form D · Other Investment Fund

Wilshire Private Credit Annual Fund Series, L.P.

Santa Monica, CA · CIK 0001806466

Offering snapshot reported Mar 16, 2020 · SEC filing

Reported sold: $22.5M
Investors reported: 1
Minimum accepted: $0
First sale: Mar 12, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 16, 2020	Initial	$22,500,000	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-362934

Source: Form D, filed Mar 16, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

WILSHIRE PRIVATE CREDIT ANNUAL FUND SERIES, L.P.

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $22.5M
Beneficial owners: 4
ADV minimum commitment: $1M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 asset history · 5 annual observations

Scroll to see all columns →

Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$14,843,320	4	Mar 31, 2022
2022	$69,208	4	Mar 31, 2023
2023	$25,140,232	4	Mar 30, 2024
2024	$23,785,983	4	Mar 31, 2025
2025	$22,475,303	4	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-8801313695

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
William Van Eesteren	Executive
N/A Wilshire Associates Incorporated	Executive
N/A Wilshire Private Credit Gp, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1299 Ocean Ave Suite 700
Santa Monica, CA, 90401-1085
Phone: 3104513051