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CRD 148012
SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER MATTHEW GARCIA | n/a | SAN DIEGO, CA | 3 | 22 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WILSHIRE QUINN INCOME FUND, LLC | Other Private Fund | $171M | Jan 12, 2024 | 550 | Jun 28, 2022 | reported | 021-372338 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GARCIA, CHRISTOPHER, MATTHEW | CEO AND CHIEF COMPLIANCE OFFICER | E | yes | 10/2012 | Mar 25, 2023 | Jan 12, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LOS ANGELES | CA | United States | 1 | no |
| SAN FRANCISCO | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 21, 2026 | $188M | $188M | 6 | 1 | 2 | 1 | n/a |
| 2024 | Jan 15, 2025 | $181M | $181M | 8 | 1 | 2 | 1 | n/a |
| 2023 | Jan 12, 2024 | $171M | $171M | 7 | 1 | 2 | 1 | $171M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $188M | $181M | 4.3% | n/a | n/a | 6 | 8 | 2 | 2 |