RIA Intelligence

WILSHIRE QUINN CAPITAL, INC.

CRD #148012 SEC #801-127734 SAN DIEGO, CA 619-872-6000
SEC Registered Private Funds
Total AUM
$180.6M
Discretionary
$180.6M
Employees
8
Clients
--
Accounts
585

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 15, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WILLIAMS, MATTHEW, ELIASIPORTFOLIO MANAGERNA Control
WILLIAMS, MATTHEW, ELIASIPORTFOLIO MANAGERNA Control
WILLIAMS, MATTHEW, ELIASIPORTFOLIO MANAGERNA Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control
GARCIA, CHRISTOPHER, MATTHEWICEO AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jan 15, 2025 REGISTERED

Notice Filings (1)

CA

Address

2550 FIFTH AVENUE
SUITE 1070
SAN DIEGO, CA 92103
United States
Phone: 619-872-6000