WILSHIRE QUINN CAPITAL, INC.
Adviser information for WILSHIRE QUINN CAPITAL, INC. last updated from Form ADV on January 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 550 | $171.0M |
| Non-Discretionary | 0 | $0 |
| Total | 550 | $171.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $171.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | SPONSOR/MANAGING MEMBER OF POOLED INVESTMENT |
Identifiers
| SEC RIA File Number | 801-127734 |
|---|---|
| SEC ERA File Number | 801-127734 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 148012 |
| Legal Entity Identifier | None |
Principal Office
2550 FIFTH AVENUESUITE 1070
SAN DIEGO
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 619-872-6000, Fax: 619-872-6010
Websites
www.wilshirequinn.com/trust-deed-investments
www.wilshirequinn.com
www.wilshirequinn.com/passive-income/
www.linkedin.com/company/wilshirequinn
www.facebook.com/wilshirequinn/
www.instagram.com/wilshirequinn/
local.google.com/place?id=191703553130485591&use=posts&ipsid=5957147334305452891
www.twitter.com/wilshirequinn?lang=en
Chief Compliance Officer
CHRISTOPHER GARCIA
CEO AND CHIEF COMPLIANCE OFFICER
2550 FIFTH AVENUE
SUITE 1070
SAN DIEGO
CA
United States
Tel:
(619) 872-6000
C******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WILSHIRE QUINN INCOME FUND, LLC | REAL ESTATE LENDING FUND | $171.0M | $0.2M | 550 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GARCIA, CHRISTOPHER, MATTHEW | Individual | – | CEO AND CHIEF COMPLIANCE OFFICER | 10/2012 | > 75% |