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-Climate Transition Fund

Hedge Fundadvised byWilshireasset manager805-8777977947IAPD
Gross asset value
$223M
as of Nov 18, 2024; not a fund size
Peak GAV
$253M
highest filing
Owners
5
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
58%
Reported
17 filings
Mar 31, 2022 to Nov 18, 2024
Reporting history
one row per Form ADV filing
Gross asset value$223M as of Nov 18, 2024
Mar 31, 2022$253M then
Owners5 as of Nov 18, 2024
Mar 31, 202214 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 Mellon
    Everett, Massachusetts · LEI 549300UDYBJ7YTTMJP92
Across DFX
shared identifiers only
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