Multi-strategy private markets fund provides investors with streamlined access to private equity, private credit, and real assets
Advisors Asset Management (AAM), a leading investment solutions provider, and Wilshire, a leading global financial services firm, announced a partnership for AAM to be the sole external sales distributor of the Wilshire Private Assets Fund (WPAFX) in the U.S.
“AAM is thrilled to partner with Wilshire to bring the Wilshire Private Assets Fund to a broader audience of financial professionals,” said Cliff Corso, CEO and CIO at AAM. “This collaboration aligns perfectly with our mission to make high-quality private markets investments more accessible to investors. Wilshire’s deep expertise across a broad spectrum of private markets solutions make them an ideal fit to achieve that goal.”
Incorporating private markets in portfolios provides several potential benefits including diversification, enhanced income and the potential to amplify return. The Wilshire Private Assets Fund is an all-in-one private markets allocation, bringing Wilshire’s best ideas that feature the same type of managers and strategies the firm delivers to its institutional clients. The fund is structured as an interval fund with investor and advisor friendly features including daily NAV, daily subscription via a ticket, low minimums and 1099 tax reporting.
“Wilshire has witnessed firsthand the advantages of implementing a diversified private markets portfolio. Once exclusively available to large institutional investors, these strategies are now accessible to a broader range of investors through innovative product structures,” said Jason Schwarz, CEO at Wilshire. “The Wilshire Private Assets Fund harnesses Wilshire’s three decades of private markets expertise, offering a solution tailored for the RIA market. We’re thrilled to partner with AAM’s world-class team to distribute the Wilshire Private Assets Fund.”
The Wilshire Private Assets Fund focuses on building a well-diversified portfolio across core segments of the private markets, including private equity, private credit, and real assets. The Fund targets high-conviction opportunities sourced through Wilshire’s deep relationships and rigorous due diligence process, emphasizing access to top-tier managers and funds that have historically been limited to large institutions. Its investment approach is designed to be opportunistic and flexible and will seek both long-term capital appreciation and current income through allocations to yield-generating private credit and income-oriented real assets. By blending primary fund commitments, secondary market opportunities, and select co-investments, the Fund aims to optimize liquidity, enhance diversification, and manage risk while capitalizing on trends and dislocations that are often less correlated with public markets.
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