AUMdb

Wilshire Quinn Capital, Inc.

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 148012 · SEC file 801-127734 · San Diego, CA · local.google.com
☆ Save with Pro ADV data as of Jan 21, 2026
Regulatory AUM
$188M
Discretionary
$188M
Clients
1
Avg AUM / client
$188M
Accounts
1
Employees
6

AUM over time

$163M $188M
Mar 25, 2023 Jan 21, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 21, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $188M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $171M combined gross assets

FundTypeDomicileGross assetsOwners
Wilshire Quinn Income Fund, Llc Other Private Fund California $171M 550

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christopher Matthew Garcia Ceo And Chief Compliance Officer Oct 2012 (14y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $171M gross assets)

FundTypeGross assetsMin. investmentOwners
Wilshire Quinn Income Fund, Llc Other Private Fund $171M $200K 550

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/21/2026 1.16 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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: Jan 21, 2026.

View current Form ADV (SEC/IAPD) ↗