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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Santa Monica, CA HQ: Santa Monica, CA

Wilshire

$148.2B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($5.59B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Real Estate, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$5.59B
Total AUM: $148.2B
Median Disclosed Amount
$94.2M
Range: $15.0M – $763.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Wilshire

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Falfurrias Capital Partners VIAdviser 7.B Vehicle Buyout 2024
$630.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Shoreview Capital Partners VAdviser 7.B Vehicle Buyout 2024
$630.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
H.I.G. Advantage Partners VIAdviser 7.B Vehicle Buyout 2024
$564.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Digital Colony Partners IIIAdviser 7.B Vehicle Infrastructure 2023
$23.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Wilshire

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Wilshire (OCIO / Wealth RIA, $148.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $1,927.2M Unallocated Target Bandwidth). SEC Form ADV (801-36233, CRD #6210) verified $148.24B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wilshire

695 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wilshire (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Digital Colony Partners III (2022 Vintage)
Wilshire: $23.0M · SEC Form ADV 7.B
Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account: $82.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: NGP Natural Gas Partners XIII (2021 Vintage) · Deerfield Healthcare Innovations Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Apogem Capital (New York Life FoF)

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Deerfield Healthcare Innovations Fund II (2021 Vintage)
Wilshire: $95.8M · SEC Form ADV 7.B
Apogem Capital (New York Life FoF): $36.5M · SEC Form ADV 7.B

Additional shared vehicles: Digital Colony Partners III (2022 Vintage) · Declaration Partners Real Estate Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account

Insurance Company Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Declaration Partners Real Estate Fund II (2021 Vintage)
Wilshire: $94.2M · SEC Form ADV 7.B
DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account: $81.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Digital Colony Partners III (2022 Vintage) · Deerfield Healthcare Innovations Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+692 Additional Institutional LPs Report Shared Vehicles with Wilshire

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 25 total tracked records for Wilshire) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (695 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Wilshire

Buyout LPs →Infrastructure LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →

Frequently Asked Questions: Wilshire

What type of institutional allocator is Wilshire and what is their typical disclosed ticket size?

Wilshire is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Santa Monica, CA; Headquarters: Santa Monica, CA). Across 25 historical disclosure records tracked on Prilago ($5.59B total parsed USD across disclosed rows), the median disclosed amount is $94.2M (range: $15.0M to $763.7M).

Which private-market strategies appear in Wilshire's public disclosures?

Wilshire has disclosed records across Buyout, Infrastructure, Private Credit, Real Estate, Venture Capital. Open preview records include Knox Lane Partners Fund II (2024 Vintage), Falfurrias Capital Partners VI (2024 Vintage), Shoreview Capital Partners V (2024 Vintage), H.I.G. Advantage Partners VI (2024 Vintage).

How are Wilshire's historical records substantiated and separated from active searches on Prilago?

Records for Wilshire cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Wilshire's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wilshire or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Wilshire?

In Prilago's bilateral commitment graph, Wilshire shares resolved underlying fund vehicles with 695 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. Digital Colony Partners III (2022 Vintage)), Apogem Capital (New York Life FoF) (12 shared vehicles, e.g. Deerfield Healthcare Innovations Fund II (2021 Vintage)), DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Declaration Partners Real Estate Fund II (2021 Vintage)).

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