| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wti Fund X, LLC | Private Equity | $753.1M | $1M |
| Venture Lending & Leasing IX, LLC | Private Equity | $412.2M | $1M |
| Wti Fund XI, LLC | Private Equity | $400.6M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ryan Wanek Control | Chief Executive Officer | Under 5% | 2011 |
| Jared Sutherland Thear Control | Chief Financial Officer / Chief Compliance Officer | Under 5% | 2021 |
| Maurice Clark Werdegar Control | Executive Chairman | Under 5% | 2015 |
Westech Investment Advisors LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Westech Investment Advisors LLC manages 9 private funds with combined gross assets of $2.1 billion.
Westech Investment Advisors LLC reports 33 employees.
Westech Investment Advisors LLC is based in Portola Valley, CA and has been SEC-registered since 1993.
Westech Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 104 la Mesa Drive, Suite 102, Portola Valley, CA 94028-7510 |
| Phone | 650-234-4300 |
| Fax | 650-234-4343 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.05B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.05B |