LP profile

Wilshire Associates

Fund of fund · Founded 1972 · Santa Monica, United States

#129 LP Ranking #21 of 264 funds of funds

Leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries

Website ↗LinkedIn ↗X / Twitter ↗

72 VC firms backed

$1.2T AUM

01 · Background

Who Wilshire Associates is.

Historical Background: Founded in 1972 by Dennis Tito, the firm began with a focus on applying computer-based quantitative methods to investment management. The firm introduced the Wilshire 5000 Total Market Index in 1974, which became a comprehensive benchmark for the U.S. equity market.
Source of Capital: Wilshire Associates sources its capital from institutional investors, including public and private pension plans, endowments, and foundations. The firm advises on over $1 trillion in assets and manages $73 billion for more than 500 global institutions.
Major Events: In 2021, the private equity firms CC Capital and Motive Partners acquired a majority stake in Wilshire Associates. Following the acquisition, founder Dennis Tito retired from the company.
Allocation Strategy: The firm's investment approach is diversified across various asset classes, with a significant focus on private markets, including private equity and private debt. Wilshire provides customized asset allocation, investment manager selection, and portfolio construction services to its clients. The company also offers multi-asset and alternative investment solutions through its funds and separately managed accounts.

Sources

02 · Fund commitments

The funds Wilshire Associates backs.

Wilshire Associates is a limited partner in 72 funds. 13 of them place in the Power Law Investor Ranking; those lead, best-ranked first.

Accel

United States

#4 Power Law

New Enterprise Associates

Adams Capital Management

United States

Alantra

Spain

ALPHA Group

Luxembourg

BACKED VC

United Kingdom

BC Partners

United Kingdom

BS Private Equity

Italy

Buhuo Ventures

China

Cinven

United Kingdom

Enterprise Investors

Poland

EQT Group

Sweden

Felix Capital

United Kingdom

Financial Times

United Kingdom

Forbion Capital Partners

Netherlands

GBS Venture Partners

Australia

Global Catalyst Partners Japan

Japan

Ironbridge

Australia

Pitango Venture Capital

Israel

03 · Allocation

How Wilshire Associates’ fund book is spread.

The 72 funds Wilshire Associates backs, by where the manager is headquartered and how many funds that manager has raised.

Where those managers are based

By fund headquarters.

North America 3650%
Europe 3042%
Rest of world 68%

United States 36 · United Kingdom 19 · Germany 3 · Australia 2

How established those managers are

Managers grouped by how many funds they have raised — across the 44 of 72 with a fund history on record.

Emerging funds · 13

Established funds · 31

5 1

2 2

6 3

3 4

4 5-6

12 7-9

7 10-14

5 15+

Funds raised by the manager

04 · Direct investments

The companies Wilshire Associates backs directly.

Wilshire Associates holds 4 companies directly, separate from the funds it commits to as a limited partner.

ParkLexington

Fintech · USA

Wilshire Indexes

Fintech · UK

Lyxor Asset Management

Fintech · Luxembourg

$908M valuation

XTP Implementation Services

Germany

05 · Other LPs

Other LPs.

Other funds of funds in the Power Law LP ranking, closest to Wilshire Associates by combined power-law score — North America first, then the nearest worldwide.

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Partners Group Private Equity Performance Holding

LP rank #60 · Guernsey

$370M AUM 114 VC funds backed

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Conversus

LP rank #69 · United States

$1.6B AUM 72 VC funds backed

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Fairview Capital Partners

LP rank #86 · United States

$2.7B AUM 56 VC funds backed