Westech Investment Advisors is a fund manager in Portola Valley with $2.53 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
770358539
SEC advisor number
801-44806
FINRA CRD number
110429
AUM ?
$2.53 bn
(as of 10 Nov 22)
Accounts
11
(as of 10 Nov 22)
Employees
31
(11 investment advisory or research)
Office hours
Monday - Friday, 0900 TO 1700
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cohan, Jay, Leonard | Class D Member, VP, Assistant Secretary | 01/2011 | < 5% |
Werdegar, Maurice, Clark | Class C Member, President, CEO | 06/2015 | < 5% |
Wanek, David, Ryan | Class D Member, Vice President | 01/2011 | < 5% |
Ruano, Rodolfo | Vice President | 03/2021 | < 5% |
thear, Jared, Sutherland | Chief Financial Officer / Chief Compliance Officer | 07/2021 | < 5% |
P10 Intermediate Holdings LLC | Shareholder | 10/2022 | > 75% |
P10 Holdings Inc. | Shareholder | 10/2022 | > 75% |
P10, Inc. | Shareholder | 10/2022 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Western Technology Investment (Wti) | $2.53 bn | |
Venture Lending & Leasing IV, LLC | $4.45 mm | Private Equity Fund |
Venture Lending & Leasing IX, LLC | $951.62 mm | Private Equity Fund |
Venture Lending & Leasing V, LLC | $19.22 mm | Private Equity Fund |
Venture Lending & Leasing VI, LLC | $82.59 mm | Private Equity Fund |
Venture Lending & Leasing VII, LLC | $264.66 mm | Private Equity Fund |
Venture Lending & Leasing VIII, LLC | $531.98 mm | Private Equity Fund |
Wti Equity Opportunity Fund I, L.P. | $116.34 mm | Private Equity Fund |
Wti Fund X, LLC | $555.07 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings