DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

WILSHIRE

WILSHIRE ADVISORS LLC, CRD 6210

SANTA MONICA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50da43cd-55dd-1b74-fac5-3f26c07d17d4

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 206
Dated events: 40
On other graphs: 4
Observed: Mar 30, 2012 to Sep 2, 2026
82 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

Wilshire Associates Incorporated

Private equity manager · shared crd

Independent Sponsorsidentity

Wilshire

Capital provider to sponsors · shared crd

Allocatorsidentity

Wilshire

Investment consultant · shared crd

Private Creditidentity

WILSHIRE

Private credit manager · shared crd

Private Equityowner

Motive Capital Management, LLC

schedule ab owner name equals pe organization name · confidence 50%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.91 institutional_share=0.07 related_bd=false related_bank=true bd_reps=17.0
Regulatory AUM: $149BItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $148B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $149Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 307
Advisory employees: 86
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 650,319
Custody, client assets: $51B
SEC number: 801-36233
CIK: 1616628
CRD: 6210
Filings on the tape: 82
First filed: Mar 30, 2012
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SUEHYUN KIM	n/a	SANTA MONICA, CA	0	24	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 160

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CMAP TT TCYD FUND LIMITED	Hedge Fund	$3.7B	Nov 18, 2024	1	Feb 27, 2019	reported	021-326631
CMAP LYNX FUND LIMITED	Hedge Fund	$3.6B	Nov 18, 2024	1	Feb 27, 2017	reported	021-276023
CMAP TREND TCYP FUND LIMITED	Hedge Fund	$3.0B	Nov 18, 2024	1	Feb 27, 2017	reported	021-276027
CMAP SRPM FUND LIMITED	Hedge Fund	$2.6B	Nov 18, 2024	1	Feb 3, 2023	reported	021-466695
CMAP GRAHAM FUND LIMITED	Hedge Fund	$2.6B	Nov 18, 2024	1	Feb 24, 2015	reported	021-347489
CMAP ISAM FUND LIMITED	Hedge Fund	$2.2B	Nov 18, 2024	1	Feb 27, 2017	reported	021-276022
CMAP SRPB FUND LIMITED	Hedge Fund	$2.0B	Nov 18, 2024	1	Nov 27, 2019	reported	021-347443
CMAP MACROA FUND LIMITED	Hedge Fund	$1.8B	Nov 18, 2024	1	Aug 18, 2021	reported	021-400615
CMAP TRENDS FUND LIMITED	Hedge Fund	$1.5B	Nov 18, 2024	1	Feb 3, 2023	reported	021-464267
MANAGED FUND / BRIDGEWATER FUND LIMITED	Hedge Fund	$1.4B	Nov 18, 2024	79	Oct 22, 2013	reported	021-138085
CMAP EMSO FUND LIMITED	Hedge Fund	$1.3B	Nov 18, 2024	1	Mar 30, 2018	reported	021-306692
WILSHIRE BRIDGEWATER MANAGED ALPHA MASTER FUND LIMITED	Hedge Fund	$1.2B	Nov 18, 2024	37	Nov 4, 2024	reported	021-526795
SUMMIT HILL CREDIT FUND, L.P.	Private Equity Fund	$922M	Nov 18, 2024	2	Mar 30, 2020	reported	021-336992
CMAP MACROCP FUND LIMITED	Hedge Fund	$744M	Nov 18, 2024	1	Sep 29, 2023	reported	021-488402
CMAP QMS FUND LIMITED	Hedge Fund	$737M	Nov 18, 2024	1	Aug 29, 2017	reported	021-286148
SUMMIT HILL REAL ASSETS FUND, L.P.	Private Equity Fund	$667M	Nov 18, 2024	2	Mar 30, 2020	reported	021-336991
LYXOR SELECTIVE OPPORTUNITIES PROGRAM SPC - LYXSOP SEGREGATED PORTFOLIO 2	Hedge Fund	$632M	Nov 18, 2024	2	Mar 29, 2019	reported	021-332103
CMAP SRPA FUND LIMITED	Hedge Fund	$493M	Nov 18, 2024	1	Aug 28, 2019	reported	021-342100
SUMMIT HILL ALTERNATE YIELD FUND, L.P.	Private Equity Fund	$454M	Nov 18, 2024	2	Mar 31, 2023	reported	021-457800
CMAP MACROGM FUND LIMITED	Hedge Fund	$289M	Nov 18, 2024	1	Mar 30, 2024	reported	021-499702
BVK EUROPE OPPORTUNITIES FUND II, L.P.	Private Equity Fund	$279M	Nov 18, 2024	2	Mar 28, 2019	reported	n/a
WNT SPC - CMAP TREND WNT FUND SP	Hedge Fund	$250M	Nov 18, 2024	1	Nov 4, 2024	reported	021-523489
WMS SPC - CMAP MACRO WL FUND SP	Hedge Fund	$249M	Nov 18, 2024	1	Mar 30, 2024	reported	021-506692
WM ALTERNATIVES TOPS LONG/SHORT EQUITY MASTER FUND LIMITED	Hedge Fund	$249M	Nov 18, 2024	167	Nov 29, 2018	reported	021-321502
WILSHIRE INSTITUTIONAL MASTER FUND SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIO	Hedge Fund	$240M	Nov 18, 2024	4	Mar 30, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name; showing 40 of 44

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, EMILY, ELIZABETH	CHIEF FINANCIAL OFFICER	Na	yes	08/2022	Sep 9, 2022	Nov 18, 2024
CC CAPITAL GP LLC	GENERAL PARTNER	F	yes	02/2018	Mar 4, 2021	Nov 18, 2024
CC CAPITAL GP LLC	GENERAL PARTNER	F	yes	02/2018	Mar 4, 2021	Nov 18, 2024
CC CAPITAL SP, LP	MANAGING MEMBER	E	yes	09/2020	Mar 4, 2021	Nov 18, 2024
CC MONICA HOLDINGS, LLC	MANAGING MEMBER	D	yes	11/2020	Mar 4, 2021	Nov 18, 2024
CC MONICA HOLDINGS, LLC	LIMITED PARTNER	D	yes	11/2020	Mar 4, 2021	Nov 18, 2024
CC-SGG MONICA AGGREGATOR, LLC	Member	D	yes	12/2020	Mar 4, 2021	Nov 18, 2024
CEC INVESTORS, LP	LIMITED PARTNER	E	yes	02/2018	Mar 4, 2021	Nov 18, 2024
CHINH E. CHU DESCENDANTS TRUST	Trust	F	yes	01/2012	Mar 31, 2023	Nov 18, 2024
CHOI, SANDY, SUH MOON	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jul 13, 2023	Nov 18, 2024
CHU, CHINH, PHU	MANAGING MEMBER	E	yes	02/2018	Mar 4, 2021	Nov 18, 2024
CHU, CHINH, PHU	LIMITED PARTNER	E	yes	02/2018	Mar 4, 2021	Nov 18, 2024
CHU, CHINH, PHU	Trustee	F	yes	01/2012	Mar 4, 2021	Nov 18, 2024
CONDRON, SCOTT, JAMES	CHIEF OPERATING OFFICER	Na	yes	03/2022	Oct 7, 2021	Nov 18, 2024
EMANUEL, JOSHUA, MOSES	CHIEF INVESTMENT OFFICER	Na	yes	05/2015	Mar 31, 2017	Nov 18, 2024
HEYVAERT, PAUL LUC, ROBERT	Member	E	yes	01/2016	Mar 4, 2021	Nov 18, 2024
HEYVAERT, PAUL LUC, ROBERT	LIMITED PARTNER	E	yes	10/2018	Mar 4, 2021	Nov 18, 2024
MAKEPEACE, MARK, STEPHEN	LIMITED PARTNER	D	yes	12/2020	Feb 8, 2021	Nov 18, 2024
MONICA GUARANTOR, LP	Shareholder	E	yes	10/2020	Mar 4, 2021	Nov 18, 2024
MONICA HOLDCO (US) INC.	Member	E	yes	01/2021	Mar 31, 2023	Nov 18, 2024
MONICA HOLDINGS (JERSEY) GP, LP	GENERAL PARTNER	F	yes	12/2020	Mar 4, 2021	Nov 18, 2024
MONICA HOLDINGS (JERSEY), LP	LIMITED PARTNER	E	yes	12/2020	Mar 4, 2021	Nov 18, 2024
MONICA HOLDINGS (JERSEY), LP	Member	E	yes	12/2020	Mar 4, 2021	Nov 18, 2024
MONICA INTERMEDIATE HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	10/2020	Mar 4, 2021	Nov 18, 2024
MONICA INTERMEDIATE HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	10/2020	Mar 4, 2021	Nov 18, 2024
MONICA INTERMEDIATE, LP	LIMITED PARTNER	E	yes	10/2020	Mar 30, 2024	Nov 18, 2024
MONICA TOP GP (CAYMAN), LLC	GENERAL PARTNER	F	yes	12/2020	Mar 4, 2021	Nov 18, 2024
MOTIVE CAPITAL MANAGEMENT, LLC	LIMITED PARTNER	C	yes	07/2021	Mar 30, 2024	Nov 18, 2024
MOTIVE MONICA GP HOLDINGS, LP	LIMITED PARTNER	C	yes	07/2021	Jan 4, 2022	Nov 18, 2024
MOTIVE MONICA, LP	LIMITED PARTNER	E	yes	07/2021	Mar 30, 2024	Nov 18, 2024
MOTIVE MONICA, LP	Member	D	yes	09/2020	Mar 30, 2024	Nov 18, 2024
MOTIVE MONICA, LP	LIMITED PARTNER	D	yes	09/2020	Mar 30, 2024	Nov 18, 2024
MOTIVE PARTNERS GP, LLC	GENERAL PARTNER	F	yes	07/2021	Mar 4, 2021	Nov 18, 2024
MOTIVE PARTNERS GP, LLC	GENERAL PARTNER	F	yes	08/2016	Mar 4, 2021	Nov 18, 2024
MOTIVE PARTNERS GP, LLC	GENERAL PARTNER	F	yes	08/2016	Mar 4, 2021	Nov 18, 2024
MOTIVE PARTNERS GP, LLC	GENERAL PARTNER	F	yes	09/2020	Mar 4, 2021	Nov 18, 2024
MOTIVE PARTNERS HOLDINGS II, LP	LIMITED PARTNER	E	yes	10/2018	Jan 4, 2022	Nov 18, 2024
MOTIVE PARTNERS OPERATING COMPANY LP	Member	E	yes	08/2016	Jan 4, 2022	Nov 18, 2024
ROB EXPLORATION, LLC	Member	E	yes	08/2016	Mar 4, 2021	Nov 18, 2024
SCHWARZ, JASON, ALEXANDER	DEPUTY CHIEF EXECUTIVE OFFICER AND PRESIDENT	Na	yes	01/2014	Jan 13, 2014	Nov 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 52

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
2022 WILSHIRE PRIVATE CREDIT GP, LLC	n/a	n/a	n/a	N	yes	n/a
2022 WILSHIRE PRIVATE EQUITY GP, LLC	n/a	n/a	n/a	N	yes	n/a
MILL CREEK WILSHIRE PRIVATE EQUITY 2022 GP, LLC	n/a	n/a	n/a	N	yes	n/a
SUZHOU WILSHIRE INVESTMENT SERVICES CO. LTD. (CHINA)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE ASIA PRIVATE MARKETS VIII (OFFSHORE), INC.	n/a	n/a	n/a	N	yes	n/a
WILSHIRE ASIA PRIVATE MARKETS VIII, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE ASSOCIATES EUROPE BV	n/a	n/a	n/a	N	yes	n/a
WILSHIRE AUSTRALIA PTY LIMITED	n/a	n/a	n/a	Y	yes	n/a
WILSHIRE BVK EUROPE II, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVK EUROPE III, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVK EUROPE IV, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVK EUROPE, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE VENTURE FUND, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES I)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES II)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES III)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES IV)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES V)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV EUROPE, LLC (SERIES VI)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES I)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES II)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES III)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES IV)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES V)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES VI)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE BVV U.S., LLC (SERIES VII)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE EUROPEAN PRIVATE MARKETS VIII (OFFSHORE), INC.	n/a	n/a	n/a	N	yes	n/a
WILSHIRE EUROPEAN PRIVATE MARKETS VIII, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE EUROPEAN VENTURE CAPITAL FUND II GP S.A.R.L	n/a	n/a	n/a	N	yes	n/a
WILSHIRE GLOBAL ADVISORS LIMITED	n/a	n/a	n/a	N	no	n/a
WILSHIRE GLOBAL ADVISORS LLC (DELAWARE)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE GLOBAL PRIVATE MARKETS IX, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE HONG KONG LIMITED	n/a	n/a	n/a	Y	yes	n/a
WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES I)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES II)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES III)	n/a	n/a	n/a	N	yes	n/a
WILSHIRE NEW WAVES, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE PRIVATE CREDIT GP, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE PRIVATE EQUITY GP, LLC	n/a	n/a	n/a	N	yes	n/a
WILSHIRE PRIVATE MARKETS FAMILY OFFICE I, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	8	no
Amsterdam	n/a	Netherlands	3	no
Broomfield	Co	United States	2	no
Chicago	IL	United States	1	no
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$149B	$148B	307	86	5	93	n/a
2024	Feb 4, 2025	$95B	$94B	298	93	5	89	n/a
2023	Mar 30, 2024	$95B	$94B	298	93	5	79	$36B
2022	Mar 31, 2023	$96B	$95B	273	81	6	86	$4.8B
2021	Mar 31, 2022	$96B	$96B	310	83	6	81	$4.8B
2020	Mar 31, 2021	$83B	$83B	265	83	6	74	$3.8B
2019	Mar 30, 2020	$73B	$72B	265	83	6	74	$3.4B
2018	Mar 28, 2019	$61B	$60B	270	94	10	68	$3.3B
2017	Mar 30, 2018	$48B	$47B	275	177	10	64	$3.2B
2016	Mar 31, 2017	$14B	$14B	288	177	n/a	75	$3.6B
2015	Mar 30, 2016	$1.2B	$1.2B	293	177	n/a	77	$3.4B
2014	Apr 29, 2015	$12B	$12B	334	177	n/a	70	$2.9B
2013	Apr 1, 2014	$6.4B	$6.4B	334	177	n/a	66	$3.4B
2012	Apr 1, 2013	$7.3B	$7.3B	314	55	n/a	65	$3.7B
2011	Mar 30, 2012	$80B	$9.2B	n/a	n/a	n/a	57	$4.9B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$149B	$95B	57.2%	$96B	16.0%	307	298	5	5

Relationships

showing 80 of 206

Registered with (1)

← SUEHYUN KIMAdvisorregistration: current employment
Dec 16, 2025 to presentfactForm ADV

Advises (79)

→ WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND IV, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ WILSHIRE GLOBAL PRIVATE MARKETS FUND IX, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ WILSHIRE NEW WAVES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ LYXOR SELECTIVE OPPORTUNITIES PROGRAM SPC - LYXSOP SEGREGATED PORTFOLIO 1Private fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ WNT SPC - CMAP TREND WNT FUND SPPrivate fundHedge Fund, IA
Nov 4, 2024 to presentfactForm ADV
→ WILSHIRE INSTITUTIONAL MASTER FUND SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ WILSHIRE BVV U.S., L.P. (SERIES VII)Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ WILSHIRE SOLUTIONS TRUST-CLIMATE TRANSITION FUNDPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ WILSHIRE PRIVATE CREDIT ANNUAL FUND SERIES, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ WM ALTERNATIVES TOPS LONG/SHORT EQUITY FUND LLCPrivate fundHedge Fund, IA
Aug 23, 2024 to presentfactForm ADV
→ WILSHIRE BVV EUROPE, L.P. (SERIES IV)Private fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, L.P.Private fundPrivate Equity Fund, IA
Apr 1, 2014 to presentfactForm ADV
→ WILSHIRE BVV U.S., L.P. (SERIES I)Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BVK EUROPE OPPORTUNITIES FUND IV, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ CMAP QMS FUND LIMITEDPrivate fundHedge Fund, IA
Aug 29, 2017 to presentfactForm ADV
→ WILSHIRE PRIVATE MARKETS REAL ESTATE FAMILY OFFICE FUND I, L.P.Private fundPrivate Equity Fund, IA
Apr 1, 2014 to presentfactForm ADV
→ WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, L.P. (SERIES III)Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ CMAP SRPA FUND LIMITEDPrivate fundHedge Fund, IA
Aug 28, 2019 to presentfactForm ADV
→ SUMMIT HILL ALTERNATE YIELD FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ CMAP TRENDS FUND LIMITEDPrivate fundHedge Fund, IA
Feb 3, 2023 to presentfactForm ADV
→ CMAP SRPB FUND LIMITEDPrivate fundHedge Fund, IA
Nov 27, 2019 to presentfactForm ADV
→ MANAGED FUND / BRIDGEWATER FUND LIMITEDPrivate fundHedge Fund, IA
Oct 22, 2013 to presentfactForm ADV
→ WILSHIRE BVV EUROPE, LP (SERIES V)Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ CMAP LYNX FUND LIMITEDPrivate fundHedge Fund, IA
Feb 27, 2017 to presentfactForm ADV
→ CMAP TREND TCYP FUND LIMITEDPrivate fundHedge Fund, IA
Feb 27, 2017 to presentfactForm ADV
→ OCEANS UMBRELLA SICAV SIF - WILSHIRE HEDGED OPPORTUNITIES FUNDPrivate fundHedge Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ WILSHIRE PRIVATE MARKETS FAMILY OFFICE FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ WILSHIRE EUROPEAN PRIVATE MARKETS FUND VIII (OFFSHORE), L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CMAP MACROA FUND LIMITEDPrivate fundHedge Fund, IA
Aug 18, 2021 to presentfactForm ADV
→ WILSHIRE BVV U.S., L.P. (SERIES VI)Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
and 49 more

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Wilshire reported RAUM $149.1B, up 50% from $99.1B (2025-08-25 to 2026-03-31)
Form ADVobserved 4 days ago
$50.0B
Occurred
Mar 30, 2024
Control person left
Reed Lawrence Miller (Chief Technology Officer) no longer on Schedule A of Wilshire (listed 2023-12-15, absent 2024-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2024
Control person joined
Moses Joshua Emanuel (Chief Investment Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Mar 30, 2024
Control person joined
Roye Erin Simpson (Head Of Operations And Risk) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Jul 13, 2023
Control person joined
Suh Moon Sandy Choi (General Counsel & Chief Compliance Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Jul 13, 2023
Control person left
Edward Bendukai Bouey (Chief Compliance Officer) no longer on Schedule A of Wilshire (listed 2023-03-31, absent 2023-07-13)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Reza Mohammad Ghassemieh (Chief Benchmark Officer) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Paul Grimes (Chief Of Staff) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Leah Minkowski Emkin (Chief Client Officer) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Elizabeth Tina Takeuchi (Human Resources Manager /Sr. Vp F&A Sm) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Moses Joshua Emanuel (Chief Investment Officer, Investment Management) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Roye Erin Simpson (Managing Director) no longer on Schedule A of Wilshire (listed 2022-09-09, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Sep 9, 2022
Control person left
Nicholas Teunon (Chief Financial Officer) no longer on Schedule A of Wilshire (listed 2022-08-04, absent 2022-09-09)
Form ADVobserved 4 days ago
Occurred
Sep 9, 2022
Control person joined
Emily Brown (Chief Financial Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Aug 4, 2022
Control person left
Jonathan Horton (Chief Stratgey And Integration Officer) no longer on Schedule A of Wilshire (listed 2022-06-16, absent 2022-08-04)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2022
Control person joined
Reed Lawrence Miller (Chief Technology Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person joined
Moses Joshua Emanuel (Chief Investment Officer, Investment Management) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person joined
Roye Erin Simpson (Managing Director) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Oct 7, 2021
Control person joined
James Scott Condron (Chief Technology Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Oct 7, 2021
Control person left
Morris Joseph Kochansky (Chief Technology Officer) no longer on Schedule A of Wilshire (listed 2021-05-20, absent 2021-10-07)
Form ADVobserved 4 days ago
Occurred
May 20, 2021
Control person left
Shukla Reena Lalji (General Counsel) no longer on Schedule A of Wilshire (listed 2021-04-06, absent 2021-05-20)
Form ADVobserved 4 days ago
Occurred
May 20, 2021
Control person joined
Leah Minkowski Emkin (Managing Director) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
May 20, 2021
Control person joined
Elizabeth Tina Takeuchi (Human Resources Manager /Sr. Vp F&A Sm) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Mar 4, 2021
Control person joined
Edward Chinh Chu (Limited Partner) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Mar 4, 2021
Control person joined
Robert Paul Luc Heyvaert (Member) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Succession filed (Item 4)
Wilshire Associates Incorporated reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Anthony Dennis Tito (Director & Chief Executive Officer) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Clell John Hindman (Director & Vice Chairman/President Wilshire Associates Incorporated) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Moses Joshua Emanuel (Director) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Joseph Michael Wauters (Chief Financial Officer) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Eric William Van Eesteren (Director) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
Wang Yanxing Ralbovsky (Director) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person left
John Steven Foresti (Director) no longer on Schedule A of Wilshire (listed 2020-12-21, absent 2021-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Stephen Mark Makepeace (Chief Executive Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Nicholas Teunon (Chief Financial Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Robert Anthony Andrew Stewart (Chief Innovation Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Reza Mohammad Ghassemieh (Chief Benchmark Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Paul Grimes (Chief Of Staff) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Jonathan Horton (Chief Stratgey And Integration Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago
Occurred
Feb 8, 2021
Control person joined
Morris Joseph Kochansky (Chief Technology Officer) appeared on Schedule A of Wilshire
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50da43cd-55dd-1b74-fac5-3f26c07d17d4
First observed: Mar 30, 2012
Last observed: Sep 2, 2026 17 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILSHIRE

WILSHIRE ADVISORS LLC, CRD 6210

SANTA MONICA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50da43cd-55dd-1b74-fac5-3f26c07d17d4

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SUEHYUN KIM

n/a

SANTA MONICA, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CMAP TT TCYD FUND LIMITED

Hedge Fund

$3.7B

Nov 18, 2024

Feb 27, 2019

reported

021-326631

CMAP LYNX FUND LIMITED

Hedge Fund

$3.6B

Nov 18, 2024

Feb 27, 2017

reported

021-276023

CMAP TREND TCYP FUND LIMITED

Hedge Fund

$3.0B

Nov 18, 2024

Feb 27, 2017

reported

021-276027

CMAP SRPM FUND LIMITED

Hedge Fund

$2.6B

Nov 18, 2024

Feb 3, 2023

reported

021-466695

CMAP GRAHAM FUND LIMITED

Hedge Fund

$2.6B

Nov 18, 2024

Feb 24, 2015

reported

021-347489

CMAP ISAM FUND LIMITED

Hedge Fund

$2.2B

Nov 18, 2024

Feb 27, 2017

reported

021-276022

CMAP SRPB FUND LIMITED

Hedge Fund

$2.0B

Nov 18, 2024

Nov 27, 2019

reported

021-347443

CMAP MACROA FUND LIMITED

Hedge Fund

$1.8B

Nov 18, 2024

Aug 18, 2021

reported

021-400615

CMAP TRENDS FUND LIMITED

Hedge Fund

$1.5B

Nov 18, 2024

Feb 3, 2023

reported

021-464267

MANAGED FUND / BRIDGEWATER FUND LIMITED

Hedge Fund

$1.4B

Nov 18, 2024

Oct 22, 2013

reported

021-138085

CMAP EMSO FUND LIMITED

Hedge Fund

$1.3B

Nov 18, 2024

Mar 30, 2018

reported

021-306692

WILSHIRE BRIDGEWATER MANAGED ALPHA MASTER FUND LIMITED

Hedge Fund

$1.2B

Nov 18, 2024

Nov 4, 2024

reported

021-526795

SUMMIT HILL CREDIT FUND, L.P.

Private Equity Fund

$922M

Nov 18, 2024

Mar 30, 2020

reported

021-336992

CMAP MACROCP FUND LIMITED

Hedge Fund

$744M

Nov 18, 2024

Sep 29, 2023

reported

021-488402

CMAP QMS FUND LIMITED

Hedge Fund

$737M

Nov 18, 2024

Aug 29, 2017

reported

021-286148

SUMMIT HILL REAL ASSETS FUND, L.P.

Private Equity Fund

$667M

Nov 18, 2024

Mar 30, 2020

reported

021-336991

LYXOR SELECTIVE OPPORTUNITIES PROGRAM SPC - LYXSOP SEGREGATED PORTFOLIO 2

Hedge Fund

$632M

Nov 18, 2024

Mar 29, 2019

reported

021-332103

CMAP SRPA FUND LIMITED

Hedge Fund

$493M

Nov 18, 2024

Aug 28, 2019

reported

021-342100

SUMMIT HILL ALTERNATE YIELD FUND, L.P.

Private Equity Fund

$454M

Nov 18, 2024

Mar 31, 2023

reported

021-457800

CMAP MACROGM FUND LIMITED

Hedge Fund

$289M

Nov 18, 2024

Mar 30, 2024

reported

021-499702

BVK EUROPE OPPORTUNITIES FUND II, L.P.

Private Equity Fund

$279M

Nov 18, 2024

Mar 28, 2019

reported

n/a

WNT SPC - CMAP TREND WNT FUND SP

Hedge Fund

$250M

Nov 18, 2024

Nov 4, 2024

reported

021-523489

WMS SPC - CMAP MACRO WL FUND SP

Hedge Fund

$249M

Nov 18, 2024

Mar 30, 2024

reported

021-506692

WM ALTERNATIVES TOPS LONG/SHORT EQUITY MASTER FUND LIMITED

Hedge Fund

$249M

Nov 18, 2024

167

Nov 29, 2018

reported

021-321502

WILSHIRE INSTITUTIONAL MASTER FUND SPC - GUGGENHEIM ALPHA SEGREGATED PORTFOLIO

Hedge Fund

$240M

Nov 18, 2024

Mar 30, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, EMILY, ELIZABETH

CHIEF FINANCIAL OFFICER

yes

08/2022

Sep 9, 2022

Nov 18, 2024

CC CAPITAL GP LLC

GENERAL PARTNER

yes

02/2018

Mar 4, 2021

Nov 18, 2024

CC CAPITAL GP LLC

GENERAL PARTNER

yes

02/2018

Mar 4, 2021

Nov 18, 2024

CC CAPITAL SP, LP

MANAGING MEMBER

yes

09/2020

Mar 4, 2021

Nov 18, 2024

CC MONICA HOLDINGS, LLC

MANAGING MEMBER

yes

11/2020

Mar 4, 2021

Nov 18, 2024

CC MONICA HOLDINGS, LLC

LIMITED PARTNER

yes

11/2020

Mar 4, 2021

Nov 18, 2024

CC-SGG MONICA AGGREGATOR, LLC

Member

yes

12/2020

Mar 4, 2021

Nov 18, 2024

CEC INVESTORS, LP

LIMITED PARTNER

yes

02/2018

Mar 4, 2021

Nov 18, 2024

CHINH E. CHU DESCENDANTS TRUST

Trust

yes

01/2012

Mar 31, 2023

Nov 18, 2024

CHOI, SANDY, SUH MOON

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

yes

06/2023

Jul 13, 2023

Nov 18, 2024

CHU, CHINH, PHU

MANAGING MEMBER

yes

02/2018

Mar 4, 2021

Nov 18, 2024

CHU, CHINH, PHU

LIMITED PARTNER

yes

02/2018

Mar 4, 2021

Nov 18, 2024

CHU, CHINH, PHU

Trustee

yes

01/2012

Mar 4, 2021

Nov 18, 2024

CONDRON, SCOTT, JAMES

CHIEF OPERATING OFFICER

yes

03/2022

Oct 7, 2021

Nov 18, 2024

EMANUEL, JOSHUA, MOSES

CHIEF INVESTMENT OFFICER

yes

05/2015

Mar 31, 2017

Nov 18, 2024

HEYVAERT, PAUL LUC, ROBERT

Member

yes

01/2016

Mar 4, 2021

Nov 18, 2024

HEYVAERT, PAUL LUC, ROBERT

LIMITED PARTNER

yes

10/2018

Mar 4, 2021

Nov 18, 2024

MAKEPEACE, MARK, STEPHEN

LIMITED PARTNER

yes

12/2020

Feb 8, 2021

Nov 18, 2024

MONICA GUARANTOR, LP

Shareholder

yes

10/2020

Mar 4, 2021

Nov 18, 2024

MONICA HOLDCO (US) INC.

Member

yes

01/2021

Mar 31, 2023

Nov 18, 2024

MONICA HOLDINGS (JERSEY) GP, LP

GENERAL PARTNER

yes

12/2020

Mar 4, 2021

Nov 18, 2024

MONICA HOLDINGS (JERSEY), LP

LIMITED PARTNER

yes

12/2020

Mar 4, 2021

Nov 18, 2024

MONICA HOLDINGS (JERSEY), LP

Member

yes

12/2020

Mar 4, 2021

Nov 18, 2024

MONICA INTERMEDIATE HOLDINGS GP, LLC

GENERAL PARTNER

yes

10/2020

Mar 4, 2021

Nov 18, 2024

MONICA INTERMEDIATE HOLDINGS GP, LLC

GENERAL PARTNER

yes

10/2020

Mar 4, 2021

Nov 18, 2024

MONICA INTERMEDIATE, LP

LIMITED PARTNER

yes

10/2020

Mar 30, 2024

Nov 18, 2024

MONICA TOP GP (CAYMAN), LLC

GENERAL PARTNER

yes

12/2020

Mar 4, 2021

Nov 18, 2024

MOTIVE CAPITAL MANAGEMENT, LLC

LIMITED PARTNER

yes

07/2021

Mar 30, 2024

Nov 18, 2024

MOTIVE MONICA GP HOLDINGS, LP

LIMITED PARTNER

yes

07/2021

Jan 4, 2022

Nov 18, 2024

MOTIVE MONICA, LP

LIMITED PARTNER

yes

07/2021

Mar 30, 2024

Nov 18, 2024

MOTIVE MONICA, LP

Member

yes

09/2020

Mar 30, 2024

Nov 18, 2024

MOTIVE MONICA, LP

LIMITED PARTNER

yes

09/2020

Mar 30, 2024

Nov 18, 2024

MOTIVE PARTNERS GP, LLC

GENERAL PARTNER

yes

07/2021

Mar 4, 2021

Nov 18, 2024

MOTIVE PARTNERS GP, LLC

GENERAL PARTNER

yes

08/2016

Mar 4, 2021

Nov 18, 2024

MOTIVE PARTNERS GP, LLC

GENERAL PARTNER

yes

08/2016

Mar 4, 2021

Nov 18, 2024

MOTIVE PARTNERS GP, LLC

GENERAL PARTNER

yes

09/2020

Mar 4, 2021

Nov 18, 2024

MOTIVE PARTNERS HOLDINGS II, LP

LIMITED PARTNER

yes

10/2018

Jan 4, 2022

Nov 18, 2024

MOTIVE PARTNERS OPERATING COMPANY LP

Member

yes

08/2016

Jan 4, 2022

Nov 18, 2024

ROB EXPLORATION, LLC

Member

yes

08/2016

Mar 4, 2021

Nov 18, 2024

SCHWARZ, JASON, ALEXANDER

DEPUTY CHIEF EXECUTIVE OFFICER AND PRESIDENT

yes

01/2014

Jan 13, 2014

Nov 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

2022 WILSHIRE PRIVATE CREDIT GP, LLC

n/a

yes

n/a

2022 WILSHIRE PRIVATE EQUITY GP, LLC

n/a

yes

n/a

MILL CREEK WILSHIRE PRIVATE EQUITY 2022 GP, LLC

n/a

yes

n/a

SUZHOU WILSHIRE INVESTMENT SERVICES CO. LTD. (CHINA)

n/a

yes

n/a

WILSHIRE ASIA PRIVATE MARKETS VIII (OFFSHORE), INC.

n/a

yes

n/a

WILSHIRE ASIA PRIVATE MARKETS VIII, LLC

n/a

yes

n/a

WILSHIRE ASSOCIATES EUROPE BV

n/a

yes

n/a

WILSHIRE AUSTRALIA PTY LIMITED

n/a

yes

n/a

WILSHIRE BVK EUROPE II, LLC

n/a

yes

n/a

WILSHIRE BVK EUROPE III, LLC

n/a

yes

n/a

WILSHIRE BVK EUROPE IV, LLC

n/a

yes

n/a

WILSHIRE BVK EUROPE, LLC

n/a

yes

n/a

WILSHIRE BVV EUROPE VENTURE FUND, LLC

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES I)

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES II)

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES III)

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES IV)

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES V)

n/a

yes

n/a

WILSHIRE BVV EUROPE, LLC (SERIES VI)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES I)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES II)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES III)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES IV)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES V)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES VI)

n/a

yes

n/a

WILSHIRE BVV U.S., LLC (SERIES VII)

n/a

yes

n/a

WILSHIRE EUROPEAN PRIVATE MARKETS VIII (OFFSHORE), INC.

n/a

yes

n/a

WILSHIRE EUROPEAN PRIVATE MARKETS VIII, LLC

n/a

yes

n/a

WILSHIRE EUROPEAN VENTURE CAPITAL FUND II GP S.A.R.L

n/a

yes

n/a

WILSHIRE GLOBAL ADVISORS LIMITED

n/a

WILSHIRE GLOBAL ADVISORS LLC (DELAWARE)

n/a

yes

n/a

WILSHIRE GLOBAL PRIVATE MARKETS IX, LLC

n/a

yes

n/a

WILSHIRE HONG KONG LIMITED

n/a

yes

n/a

WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES I)

n/a

yes

n/a

WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES II)

n/a

yes

n/a

WILSHIRE MNCPPC EMPLOYEES' RETIREMENT SYSTEM GLOBAL, LLC (SERIES III)

n/a

yes

n/a

WILSHIRE NEW WAVES, LLC

n/a

yes

n/a

WILSHIRE PRIVATE CREDIT GP, LLC

n/a

yes

n/a

WILSHIRE PRIVATE EQUITY GP, LLC

n/a

yes

n/a

WILSHIRE PRIVATE MARKETS FAMILY OFFICE I, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Pittsburgh

United States

Amsterdam

n/a

Netherlands

Broomfield

United States

Chicago

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$149B

$148B

307

n/a

2024

Feb 4, 2025

$95B

$94B

298

n/a

2023

Mar 30, 2024

$95B

$94B

298

$36B

2022

Mar 31, 2023

$96B

$95B

273

$4.8B

2021

Mar 31, 2022

$96B

310

$4.8B

2020

Mar 31, 2021

$83B

265

$3.8B

2019

Mar 30, 2020

$73B

$72B

265

$3.4B

2018

Mar 28, 2019

$61B

$60B

270

$3.3B

2017

Mar 30, 2018

$48B

$47B

275

177

$3.2B

2016

Mar 31, 2017

$14B

288

177

n/a

$3.6B

2015

Mar 30, 2016

$1.2B

293

177

n/a

$3.4B

2014

Apr 29, 2015

$12B

334

177

n/a

$2.9B

2013

Apr 1, 2014

$6.4B

334

177

n/a

$3.4B

2012

Apr 1, 2013

$7.3B

314

n/a

$3.7B

2011

Mar 30, 2012

$80B

$9.2B

n/a

$4.9B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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

$149B

$95B

57.2%

$96B

16.0%

307

298