Gary Tom Caia
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- Full Name
- Gary Tom
- Title
- Former Equity Analyst/PM, Wilshire Associates
- Firm
- Wilshire Associates / Wilshire Advisors LLC
- Firm Type
- Institutional investment advisory, asset management, investment consulting, analytics, and index firm
- Target Company Profile
- Public-market equity portfolios, multi-manager fund strategies, and institutional investment programs; no verified evidence found that he is an angel investor backing seed-stage startups.
- Sector Focus
- Public equities and institutional investment management; Wilshire also covers alternatives, ESG, managed portfolios, mutual funds, OCIO services, indexes, and investment consulting.
- Geographic Focus
- Wilshire serves institutional and intermediary clients globally; Gary Tom is publicly listed in Los Angeles/Santa Monica, California.
- Location
- Los Angeles, California / Santa Monica, California
Background
Gary Tom is an investment professional associated publicly with Wilshire Associates / Wilshire Advisors LLC. His LinkedIn profile lists him in Los Angeles, California, associated with Wilshire Associates in Santa Monica, and educated at the USC Marshall School of Business from 2000 to 2004.
Public credentials listed for him include CFA, CAIA, and FRM. LinkedIn search results show the CFA credential issued in June 2011, CAIA in October 2008, and FRM in April 2007.
A 2023 Institutional Investor Public Funds Roundtable listing identified him as “Gary Tom, CFA, CAIA, FRM” and “Equity Analyst/PM, Wilshire Associates.” SEC filings for Wilshire funds also list Gary Tom as a member of Wilshire’s investment committee, which Wilshire describes as comprising senior investment professionals involved in firm investment decision-making.
The stub’s “Angel Investors” and “Seed Round” labels could not be verified. The available public record points instead to institutional investment management and public-equity / multi-manager fund work at Wilshire, not angel investing.
Investment Thesis & Focus
- Wilshire describes its investment approach as “time-tested qualitative and quantitative insights” and says it helps clients “optimize investment portfolios, better understand risks and maximize value with superior market knowledge.”
- Wilshire’s alternative-assets materials emphasize diversification, long-term returns, global manager research, manager databases, and quantitative tools.
- For mutual funds, Wilshire describes a multi-manager model that identifies and combines multiple asset managers into diversified funds focused on specific asset classes.
- SEC filings state that Wilshire uses an investment committee structure and that Wilshire’s responsibilities include setting investment programs, recommending or retaining subadvisers, monitoring subadviser performance and procedures, and supporting portfolio management.
- No verified personal angel-investing thesis, seed-stage check size, or startup sector mandate was found for Gary Tom.
Notable Investments
- Wilshire Global Allocation Fund - SEC filings identify Gary Tom as a member of Wilshire’s investment committee for this Wilshire-managed fund structure, though day-to-day portfolio managers are listed separately.
- Wilshire Large Company Growth Portfolio - Wilshire lists this among its mutual fund offerings; the strategy uses external subadvisers under Wilshire oversight.
- Wilshire Large Company Value Portfolio - Wilshire mutual fund offering using a multi-manager/subadviser structure.
- Wilshire Small Company Growth Portfolio - Wilshire mutual fund offering focused on smaller-cap public equities.
- Wilshire Small Company Value Portfolio - Wilshire mutual fund offering focused on smaller-cap public equities.
- Wilshire International Equity Fund - Wilshire mutual fund offering focused on international public equities.
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