The WILSHIRE ADVISORS is a privately held investment adviser that advises $151.79Bn in regulatory assets under management held in 4 SEC fund types across 8 investment strategies. WILSHIRE ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 47.45% over the last 5-years.
The Group has been registered with the SEC for 36.4 years and is comprised of 2 filing and 3 relying advisers. They operate out of 11 office locations with their Headquarters at 1299 OCEAN AVENUE SUITE 600, SANTA MONICA, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 8 US and Non-US bodies.
They have 410 employees comprised of 115 investment and 295 non-investment staff. The total number of Employees increased by 26.54% over the last 5-years.
Their $151.79Bn in assets advised are owned by 140 private funds, 10 public funds and BDCs and 756,603 other accounts. Assets of Other Investment Advisers clients own $92.38Bn or 60.86% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $47Bn or 30.96% of Total Assets.
The Group's top investment strategies include Fund of Funds, Multi Strat and Traditional LBO, representing 59.48%, 23.79% and 9.99% of total assets, respectively.
They advise 7 types of clients, top clients are Other Investment Advisers and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 10 Fund Administrators, 5 Fund Auditors, 14 Prime Brokers, 23 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 9 private funds with $1.02Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WILSHIRE ADVISORS names 33 sub-advisers AB CUSTOM ALTERNATIVE SOLUTIONS LLC, AEGON ASSET MANAGEMENT US, ALPHASIMPLEX GROUP, LLC, AMERICAN CENTURY INVESTMENT MANAGEMENT INC, ASPECT CAPITAL LIMITED, ASTIGNES CAPITAL ASIA PTE. LTD., BAILLIE GIFFORD OVERSEAS LTD, BLACKROCK FINANCIAL MANAGEMENT, INC, BRIDGEWATER ASSOCIATES, LP, BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT, CASTLE HOOK PARTNERS LP, COHEN & STEERS CAPITAL MANAGEMENT INC., COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD., GRAHAM CAPITAL MANAGEMENT, L.P., GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC, IMPAX ASSET MANAGEMENT, LTD., ISAM FUNDS (UK) LIMITED, ISAM FUNDS (USA) LLC, KIRKOSWALD CAPITAL MANAGEMENT LIMITED, LARCH LANE PARTNERS LLC, LYNX ASSET MANAGEMENT AB, MAN SOLUTIONS LIMITED, MKP CAPITAL MANAGEMENT, L.L.C., NEWTON INVESTMENT MANAGEMENT NORTH AMERICA, QMS CAPITAL MANAGEMENT LP, RIO GRANDE ADVISORS, ROCKEFELLER CAPITAL MANAGEMENT, SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD, SYSTEMATICA INVESTMENTS LIMITED, TRANSTREND B.V., WEDGE CAPITAL MANAGEMENT LLP, WELLINGTON MANAGEMENT COMPANY LLP, WINTON CAPITAL MANAGEMENT LTD. to 30 different funds advised by the group. The Group has been named as the sub-adviser to 4 funds.