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Private Debt/Credit

Wilshire Finance Partners

Wilshire Finance Partners lends to companies rather than buying equity, from Irvine, CA, USA. It states a focus on financial services and real estate.

Capital raised$19macross 1 SEC-filed vehicle
Most recent fund2014
HeadquartersIrvine, CA, USA
Largest single fund$19m

Stated investment criteria

What Wilshire Finance Partners says it buys

Read from Wilshire Finance Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

OfficesIrvine1

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Nothing here is a commitment by Wilshire Finance Partners to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What Wilshire Finance Partners has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed1
Total capital raised$19m
Largest single vehicle$19m
Filing history2014
Smallest accepted commitment$50k
Filed fromCALIFORNIA

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Wilshire Finance Partners is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusExempt reporting adviser
Regulatory assets under managementNot reported by an ERA
Private funds advised4 · $170m gross
SEC adviser numberCRD 169269

An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.

Valuation context

Transaction values in Financial Services

What companies have actually sold for in financial services, across 726 recorded transactions.

Median consideration$107m
Middle 50%$35m-$267m
Revenue multiple3.6×
EBITDA multiple9.55×

The full financial services picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

Other private debt/credit investors active in financial services.