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WESTECH INVESTMENT ADVISORS LLC, CRD 110429
PORTOLA VALLEY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WTI FUND X, LLC | Private Equity Fund | $729M | Mar 28, 2024 | 97 | Mar 30, 2022 | reported | 021-300803 |
| VENTURE LENDING & LEASING IX, LLC | Private Equity Fund | $598M | Mar 28, 2024 | 63 | Mar 30, 2018 | reported | 021-300803 |
| VENTURE LENDING & LEASING VIII, LLC | Private Equity Fund | $250M | Mar 28, 2024 | 60 | Mar 28, 2016 | reported | 021-244633 |
| VENTURE LENDING & LEASING VII, LLC | Private Equity Fund | $163M | Mar 28, 2024 | 62 | Jan 31, 2013 | reported | 021-189132 |
| VENTURE LENDING & LEASING VI, LLC | Private Equity Fund | $66.6M | Mar 28, 2024 | 59 | Mar 20, 2012 | reported | 021-146292 |
| WTI EQUITY OPPORTUNITY FUND I, L.P. | Private Equity Fund | $58.5M | Mar 28, 2024 | 25 | Mar 28, 2016 | reported | 021-252658 |
| VENTURE LENDING & LEASING V, LLC | Private Equity Fund | $11.6M | Mar 28, 2024 | 54 | Mar 20, 2012 | reported | 021-112140 |
| VENTURE LENDING & LEASING III, LLC | Private Equity Fund | $4.2M | Mar 31, 2017 | 123 | Mar 20, 2012 | dropped | n/a |
| VLLI HOLDINGS II, LLC | Other Private Fund | $3.9M | Mar 20, 2012 | 114 | Mar 20, 2012 | dropped | n/a |
| VENTURE LENDING & LEASING IV, LLC | Private Equity Fund | $2.6M | Mar 28, 2024 | 52 | Mar 20, 2012 | reported | 021-66681 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| P10 HOLDINGS INC. | Shareholder | E | yes | 10/2022 | Nov 10, 2022 | Mar 28, 2024 |
| P10 INTERMEDIATE HOLDINGS LLC | Shareholder | E | yes | 10/2022 | Nov 10, 2022 | Mar 28, 2024 |
| P10, INC. | Shareholder | E | yes | 10/2022 | Nov 10, 2022 | Mar 28, 2024 |
| THEAR, JARED, SUTHERLAND | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | Na | yes | 07/2021 | Aug 18, 2021 | Mar 28, 2024 |
| WANEK, DAVID, RYAN | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2011 | Mar 20, 2012 | Mar 28, 2024 |
| WERDEGAR, MAURICE, CLARK | EXECUTIVE CHAIRMAN | Na | yes | 06/2015 | Mar 20, 2012 | Mar 28, 2024 |
| RUANO, RODOLFO | VICE PRESIDENT | Na | no | 03/2021 | Mar 30, 2021 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BONACCORD CAPITAL ADVISORS, LLC | n/a | Asset manager | $4.2B | N | yes | n/a |
| P10 ADVISORS, LLC | n/a | Asset manager | $288M | N | yes | n/a |
| ENHANCED CAPITAL PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| FIVE POINTS CAPITAL LLC | n/a | n/a | n/a | N | yes | n/a |
| HARK CAPITAL ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| RCP ADVISORS 2, LLC | n/a | n/a | n/a | N | yes | n/a |
| RCP ADVISORS 3, LLC | n/a | n/a | n/a | N | yes | n/a |
| RCP ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRUEBRIDGE CAPITAL PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| VENTURE LENDING & LEASING IX GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| VLL LEGACY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WTI EQUITY OPPORTUNITY FUND GP I, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WTI FUND X GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WTI FUND XI GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $2.0B | $2.0B | 35 | 15 | 1 | 9 | n/a |
| 2024 | Mar 25, 2025 | $2.1B | $2.1B | 33 | 15 | 0 | 9 | n/a |
| 2023 | Mar 28, 2024 | $1.9B | $1.9B | 34 | 15 | 0 | 8 | $1.9B |
| 2022 | Mar 31, 2023 | $2.3B | $2.3B | 30 | 13 | 0 | 8 | $2.3B |
| 2021 | Mar 30, 2022 | $2.5B | $2.5B | 31 | 11 | 0 | 8 | $2.5B |
| 2020 | Mar 30, 2021 | $2.0B | $2.0B | 26 | 12 | 0 | 7 | $1.5B |
| 2019 | Mar 31, 2020 | $1.7B | $1.7B | 29 | 14 | 0 | 7 | $1.2B |
| 2018 | Mar 31, 2019 | $1.8B | $1.8B | 22 | 13 | 0 | 7 | $1.0B |
| 2017 | Mar 30, 2018 | $1.9B | $1.9B | 22 | 13 | 1 | 7 | $1.9B |
| 2016 | Mar 31, 2017 | $1.3B | $1.3B | 22 | 12 | n/a | 7 | $1.3B |
| 2015 | Mar 28, 2016 | $1.4B | $1.4B | 20 | 12 | n/a | 7 | $940M |
| 2014 | Apr 1, 2015 | $1.1B | $1.1B | 19 | 11 | n/a | 5 | $927M |
| 2013 | Mar 31, 2014 | $994M | $994M | 20 | 12 | n/a | 5 | $1.1B |
| 2012 | Jan 31, 2013 | $973M | $973M | 13 | 9 | n/a | 5 | $973M |
| 2011 | Mar 20, 2012 | $914M | $914M | n/a | n/a | n/a | 5 | $914M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $2.1B | -1.8% | $2.3B | -4.4% | 35 | 33 | 1 | 0 |