LP profile · Other
Wilshire Associates
Wilshire Associates is a other headquartered in United States (North America). Ranked #123 in the 2026 Dealroom Power Law LP Ranking by realised power-law score across its venture commitments.
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
- https://www.wilshire.com/about-us/history
- https://www.wilshire.com/solutions/investment-management
- https://www.wilshire.com/news/cc-capital-and-motive-partners-complete-acquisition-of-wilshire
- https://labusinessjournal.com/finance/wilshire-assoc-founder-tito-retire-acquisition/
- https://www.pionline.com/consultants/wilshire-associates-names-jason-schwarz-deputy-cio
- https://www.calpers.ca.gov/sites/default/files/spf/docs/board-agendas/202011/invest/item-09a-wa-03b.pdf