DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private fund
Wilshire Solutions Trust-US Equity Fund
Gross asset value
$118M
as of Nov 18, 2024; not a fund size
Peak GAV
$220M
highest filing
Owners
9
beneficial owners reported
Minimum investment
$5.0M
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
59%
Reported
63 filings
Apr 1, 2013 to Nov 18, 2024
Reporting history
one row per Form ADV filing
Gross asset value$118M as of Nov 18, 2024
Apr 1, 2013$38.0M then
Owners9 as of Nov 18, 2024
Apr 1, 20131 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 0% of the adviser's clients investedreported
- Form D file number
- 021-194811reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Bny MellonEverett, Massachusetts · LEI 549300UDYBJ7YTTMJP92
Across DFX
shared identifiers only
- Wilshire Solutions Fund Trust · peshared adv fund id
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- on the adviser's latest filing in the extractderived
- Share
- 0.0%reportedadviser and related persons