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Managing Member · Wilshire

Mark S. Makepeace

CRD 6428954 · Named on Form ADV at one SEC-registered adviser

At a glance

Wilshire, an SEC-registered asset manager based in Santa Monica, CA with $149.1 billion in regulatory assets, lists Mark S. Makepeace on its Form ADV as Managing Member, a control person.

Firms and roles

  • WilshireManaging MemberAsset manager · Santa Monica, CA · $149B in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.