Domestic entity
EntityMONICA HOLDCO (US) INC.StatusSHAREHOLDERReported since10/2020Ownership75% or moreControl personYes
Wilshire
Alpha Nasdaq OCIO Indices - ContributorSANTA MONICA, CA
Form ADV and provider website profile · CRD 6210 · regulatory data as of Sep 2, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Wilshire. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$149.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
650,319Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$148.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$859MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2014
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 05/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jason Alexander Schwarz | Chief Executive Officer | 01/2014 | Individual | Yes | Less than 5% |
| Monica Holdco (Us) Inc. | Member | 01/2021 | Domestic entity | Yes | 75% or more |
| Joshua Moses Emanuel | Chief Investment Officer | 05/2015 | Individual | Yes | Less than 5% |
| Erin Roye Simpson | Head Of Operations And Risk | 01/2016 | Individual | Yes | Less than 5% |
| Jason Hubschman | Co-Chief Operating Officer | 04/2025 | Individual | Yes | Less than 5% |
| Johanna Elizabeth Valva | Co-Chief Operating Officer | 04/2025 | Individual | Yes | Less than 5% |
| Steven Michael O'Connor | Chief Compliance Officer | 08/2025 | Individual | Yes | Less than 5% |
| Christina Marie Walsh | Chief Financial Officer | 02/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityMONICA GUARANTOR, LPStatusLIMITED PARTNERReported since10/2020Ownership75% or moreControl personYes
Domestic entity
EntityMONICA GUARANTOR, LPStatusGENERAL PARTNERReported since10/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityMONICA INTERMEDIATE, LPStatusLIMITED PARTNERReported since12/2020Ownership75% or moreControl personYes
FE
EntityMONICA INTERMEDIATE HOLDINGS GP, LLCStatusMEMBERReported since12/2020Ownership75% or moreControl personYes
FE
EntityMONICA HOLDINGS (JERSEY), LPStatusGENERAL PARTNERReported since12/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMONICA HOLDINGS (JERSEY), LPStatusLIMITED PARTNERReported since09/2020Ownership50% but less than 75%Control personYes
Domestic entity
EntityMOTIVE MONICA, LPStatusGENERAL PARTNERReported since09/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMOTIVE PARTNERS GP, LLCStatusMEMBERReported since08/2016Ownership75% or moreControl personYes
Domestic entity
EntityMOTIVE PARTNERS OPERATING COMPANY LPStatusGENERAL PARTNERReported since08/2016OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMOTIVE PARTNERS HOLDINGS II, LPStatusGENERAL PARTNERReported since08/2016OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityMONICA HOLDINGS (JERSEY) GP, LPStatusGENERAL PARTNERReported since12/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityMONICA HOLDINGS (JERSEY) GP, LPStatusLIMITED PARTNERReported since11/2020Ownership50% but less than 75%Control personYes
Domestic entity
EntityMONICA TOP GP (CAYMAN), LLCStatusMEMBERReported since09/2020Ownership50% but less than 75%Control personYes
Individual
EntityST. GILES GLOBAL LPStatusLIMITED PARTNERReported since12/2020Ownership50% but less than 75%Control personYes
Individual
EntityST. GILES GLOBAL LPStatusMANAGING MEMBERReported since11/2020Ownership75% or moreControl personYes
FE
EntityMONICA TOP GP (CAYMAN), LLCStatusMEMBERReported since12/2020Ownership50% but less than 75%Control personYes
Domestic entity
EntityCC-SGG MONICA AGGREGATOR, LLCStatusMANAGING MEMBERReported since11/2020Ownership50% but less than 75%Control personYes
Domestic entity
EntityCC MONICA HOLDINGS, LLCStatusMANAGING MEMBERReported since09/2020Ownership75% or moreControl personYes
Domestic entity
EntityCC CAPITAL SP, LPStatusLIMITED PARTNERReported since02/2018Ownership75% or moreControl personYes
Individual
EntityCEC INVESTORS, LPStatusLIMITED PARTNERReported since02/2018Ownership75% or moreControl personYes
Domestic entity
EntityCC-SGG MONICA AGGREGATOR, LLCStatusMEMBERReported since09/2020Ownership25% but less than 50%Control personYes
Domestic entity
EntityMONICA INTERMEDIATE, LPStatusGENERAL PARTNERReported since10/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityCC CAPITAL SP, LPStatusGENERAL PARTNERReported since02/2018OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityCC CAPITAL SP, LPStatusLIMITED PARTNERReported since02/2018Ownership75% or moreControl personYes
Individual
EntityCC CAPITAL GP LLCStatusMANAGING MEMBERReported since02/2018Ownership75% or moreControl personYes
Domestic entity
EntityCEC INVESTORS, LPStatusGENERAL PARTNERReported since02/2018OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityCEC INVESTORS, LPStatusLIMITED PARTNERReported since02/2018Ownership75% or moreControl personYes
Individual
EntityROB EXPLORATION, LLCStatusMEMBERReported since01/2016Ownership75% or moreControl personYes
Domestic entity
EntityST. GILES GLOBAL LPStatusGENERAL PARTNERReported since12/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMOTIVE CAPITAL MANAGEMENT, LLCStatusMEMBERReported since08/2016Ownership75% or moreControl personYes
Domestic entity
EntityMOTIVE MONICA GP HOLDINGS, LPStatusLIMITED PARTNERReported since07/2021Ownership25% but less than 50%Control personYes
Domestic entity
EntityMONICA HOLDINGS (JERSEY) GP, LPStatusLIMITED PARTNERReported since07/2021Ownership25% but less than 50%Control personYes
Domestic entity
EntityMOTIVE PARTNERS OPERATING COMPANY LPStatusLIMITED PARTNERReported since10/2018Ownership75% or moreControl personYes
Individual
EntityMOTIVE PARTNERS HOLDINGS II, LPStatusLIMITED PARTNERReported since10/2018Ownership75% or moreControl personYes
Domestic entity
EntityMOTIVE MONICA GP HOLDINGS, LPStatusLIMITED PARTNERReported since07/2021Ownership75% or moreControl personYes
Domestic entity
EntityMOTIVE MONICA GP HOLDINGS, LPStatusGENERAL PARTNERReported since07/2021OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityCHU, CHINH, PHUStatusTRUSTReported since01/2012OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityCHINH E. CHU DESCENDANTS TRUSTStatusTRUSTEEReported since01/2012OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVJA
Jason Alexander Schwarz
Chief Executive Officer
JM
Joshua Moses Emanuel
Chief Investment Officer
JH
Jason Hubschman
Co-Chief Operating Officer
JE
Johanna Elizabeth Valva
Co-Chief Operating Officer
SM
Steven Michael O'Connor
Chief Compliance Officer
CM
Christina Marie Walsh
Chief Financial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records39
Regulatory statusSEC registered investment adviser
SEC registration dateMar 16, 1990
CRD number6210