Wilshire Finance Partners, Inc.
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ADV data as of Mar 27, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $132M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wfp Income Fund, Llc | Real Estate Fund | California | $55.9M | 218 |
| Wfp Income Fund Reit Llc | Real Estate Fund | Delaware | $55.4M | 126 |
| Wfp Pool 1 Llc | Real Estate Fund | Delaware | $14.6M | 1 |
| Wfp Opportunity Fund, Llc | Real Estate Fund | California | $5.8M | 23 |
| Wfp Income Fund Idf, Llc | Real Estate Fund | California | $0 | 0 |
Private funds (5, $132M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wfp Income Fund, Llc | Real Estate Fund | $55.9M | $100K | 218 |
| Wfp Income Fund Reit Llc | Real Estate Fund | $55.4M | $500 | 126 |
| Wfp Pool 1 Llc | Real Estate Fund | $14.6M | $500 | 1 |
| Wfp Opportunity Fund, Llc | Real Estate Fund | $5.8M | $100K | 23 |
| Wfp Income Fund Idf, Llc | Real Estate Fund | $0 | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗