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Independent Intelligence on the Private Wealth Industry
Sunday, October 11, 2026The Morning Brief →Sign in
asset manager

Wilshire

SANTA MONICA, CA
CRD: 6210
In network coverage since August 26, 2026 · 1 story
$149BRegulatory AUMSEC Form ADV · Oct 10
307EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 10
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Sun Life seeds AAM-Wilshire infra fund — and a semi-liquid bet

The launch drops infrastructure secondaries and co-investments into the wealth channel through a likely interval wrapper, where the structure matters more than the seed.
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