Wilshire was founded by Dennis Tito in 1972. Wilshire is based in Santa Monica, CA. Wilshire has nine offices, 300 employees, 500 institutional clients, $1.4 trillion assets under management & advisement, $120 billion assets under management. Wilshire is led by its Executive Chairman Andy Stewart, CEO Jason Schwarz, & Co-Chief Operating Officers Jason Hubschman and Hannah Valva. Wilshire is privately owned. Its website can be found at www.wilshire.com.

Historical Phases

This research addresses the key historical phases of Wilshire, including:

  • Early Phase
  • Staffing Phase
  • CC Capital Partners & Motive Partners Phase

Statistics

Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, assets under management & advisement, and assets under management.

Businesses

Its profile includes detailed outlines of its core businesses, including:

  • Wilshire Consulting
  • Wilshire Funds Management
  • Wilshire Private Markets
  • Wilshire Analytics

Organization & Ownership

And its profile concludes with the highlights of its organizational structure & ownership.