Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Thomas Weisel Capital Management LLC

Thomas Weisel Capital Management LLC

Corporate venture · probableSan Francisco, CAtwcmllc.comSEC registered investment adviserpart of Stifel

One of 3 advisers that share twcmllc.com; the firm is Stifel. Stifel, Nicolaus & Company, Incorporated, Thomas Weisel Global Growth Partners LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

Over the past three decades, ZCM has grown to manage investment strategies across the equity and fixed income spectrum, which now includes capabilities focused on sustainability where we seek substantive actions, not just symbolic statements of intention.

corporate parent: Stifel Financial Corp

Importance
14
low
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
4
low
Identity and regulatory footprint
Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
ONE MONTGOMERY STREET, SUITE 3700, San Francisco, CA, 94104adviserinfo.sec.gov
Business phone
415-364-2500adviserinfo.sec.gov
Website
HTTP://WWW.TWCMLLC.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 24, 2017
Private funds reported
3 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$3.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$2.9Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
9
Owners on Schedule A
Stifel Financial Corp (Shareholder), E; Thomas Weisel Partners Group, Inc. (Sole Member), E
business phone
415-364-2500adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
6 reported, 5 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
TWP 2001 Co-Investment Fund, L.P.SPV or co-invest vehicle · ADV: Private Equity Fund2001 name yearHarvest$5.2M
Mar 28, 2013
103unknownunknown
Tailwind Capital Partners 1999, L.P.Fund · ADV: Private Equity Fund1999 name yearHarvest$14.4M
Mar 28, 2013
155unknownunknown
Thomas Weisel Strategic Opportunities Partners, L.P.Opportunity fund · ADV: Private Equity FundunknownUnknown$10.5M
May 13, 2013
3unknownunknown
Vcfof (b), LP F/k/a Thomas Weisel Global Growth Partners (b),l.p.Growth fundunknownUnknown$2.2M
Mar 24, 2017
18unknownunknown
Thomas Weisel Global Growth Partners (a), L.P.Growth fundunknownUnknown$722,210
Mar 24, 2017
62unknownunknown
Vcfif Employee Fund LP F/k/a Thomas Weisel Global Growth Partners Employee Fund,l.p.Growth fundunknownUnknown$394,322
Mar 24, 2017
91unknownunknown
Thomas Weisel Health Care Ventures L.P.Fund2013 adv first reportedWound down$16.3M
May 27, 2016
6unknownunknown
Tailwind Capital Partners 2000, L.P.Fund · ADV: Private Equity Fund2000 name yearWound down$4,630
Feb 8, 2013
211unknownunknown
Thomas Weisel Venture Partners L.P.FundunknownWound down$57.9M
Dec 1, 2015
33unknownunknown
Thomas Weisel Venture Partners Employee Fund, L.P.Feeder or parallelunknownWound down$486,000
Dec 1, 2015
50unknownunknown
Thomas Weisel Capital Partners Employee Fund, L.P.Feeder or parallel · ADV: Private Equity FundunknownWound down$214,000
Sep 12, 2014
112unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
6 current, 7 departed
Scott Allen Roberts
President · since Mar 1, 2013
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Thomas Wilson Weisel
Chairman, Board Of Managers · since May 1, 1999
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Cynthia Perez
Chief Operating Officer · since Jan 1, 2007
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Elizabeth Anne Watkins
Chief Compliance Officer · since Apr 1, 2014
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Michael Chih-Hao Chien
Chief Legal Officer · since Jan 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Renee Marie Ansbro
Chief Financial Officer · since May 1, 2016
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
7 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
1 disclosed
Timeline
34 dated events
  1. Mar 31, 2026
    OPERF reports Thomas Weisel Capital Partners: $100,000,000 committed, vintage 1999, net IRR -9.8%, 0.59x
    LP commitment disclosedLPsFactOregon Public Employees Retirement FundPublic pension and endowment private-markets disclosures (CalPERS, CalSTRS, WSIB, NYSCRF, Texas TRS, UTIMCO ...)
  2. Mar 24, 2017
    Thomas Weisel Health Care Ventures L.P. no longer reported on Form ADV by Thomas Weisel Capital Management LLC
    Fund no longer reportedFundsInferenceThomas Weisel Health Care Ventures L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. May 27, 2016
    Michelle Margaret Calvert (Cfo) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceMichelle Margaret CalvertSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. May 1, 2016
    Renee Marie Ansbro joined Schedule A of Thomas Weisel Capital Management LLC as Chief Financial Officer
    Person joinedPeopleFactRenee Marie AnsbroSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 14, 2016
    Thomas Weisel Venture Partners L.P. no longer reported on Form ADV by Thomas Weisel Capital Management LLC
    Fund no longer reportedFundsInferenceThomas Weisel Venture Partners L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 14, 2016
    Thomas Weisel Venture Partners Employee Fund, L.P. no longer reported on Form ADV by Thomas Weisel Capital Management LLC
    Fund no longer reportedFundsInferenceThomas Weisel Venture Partners Employee Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 17, 2015
    Thomas Weisel Capital Partners Employee Fund, L.P. no longer reported on Form ADV by Thomas Weisel Capital Management LLC
    Fund no longer reportedFundsInferenceThomas Weisel Capital Partners Employee Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 17, 2015
    Mark Philip Fisher (Chief Legal Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceMark FisherSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Jan 1, 2015
    Michael Chih-Hao Chien joined Schedule A of Thomas Weisel Capital Management LLC as Chief Legal Officer
    Person joinedPeopleFactMichael Chih-Hao ChienSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Apr 28, 2014
    Matthew Spencer Maclean (Chief Compliance Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceMatthew Spencer MacleanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Apr 1, 2014
    Elizabeth Anne Watkins joined Schedule A of Thomas Weisel Capital Management LLC as Chief Compliance Officer
    Person joinedPeopleFactElizabeth Anne WatkinsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 31, 2014
    Rita Stephanie Kazembe (Chief Compliance Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceRita Stephanie KazembeSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 1, 2014
    Matthew Spencer Maclean joined Schedule A of Thomas Weisel Capital Management LLC as Chief Compliance Officer
    Person joinedPeopleFactMatthew Spencer MacleanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. May 13, 2013
    Peter Roserio Guarino (Chief Compliance Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferencePeter Roserio GuarinoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. May 1, 2013
    Rita Stephanie Kazembe joined Schedule A of Thomas Weisel Capital Management LLC as Chief Compliance Officer
    Person joinedPeopleFactRita Stephanie KazembeSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Mar 28, 2013
    Tailwind Capital Partners 2000, L.P. no longer reported on Form ADV by Thomas Weisel Capital Management LLC
    Fund no longer reportedFundsInferenceTailwind Capital Partners 2000, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Mar 1, 2013
    Scott Allen Roberts joined Schedule A of Thomas Weisel Capital Management LLC as President
    Person joinedPeopleFactScott Allen RobertsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Feb 8, 2013
    Thomas Weisel Health Care Ventures L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Venture Capital Fund), GAV $65,391,301
    Fund first reported on Form ADVFundsFactThomas Weisel Health Care Ventures L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Nov 1, 2012
    Michelle Margaret Calvert joined Schedule A of Thomas Weisel Capital Management LLC as Cfo
    Person joinedPeopleFactMichelle Margaret CalvertSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Oct 15, 2012
    Michael James Derrick (Chief Financial Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceMichael James DerrickSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Sep 1, 2012
    Peter Roserio Guarino joined Schedule A of Thomas Weisel Capital Management LLC as Chief Compliance Officer
    Person joinedPeopleFactPeter Roserio GuarinoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Jul 12, 2012
    Shaugn Stephen Stanley (Chief Financial Officer) no longer on Schedule A of Thomas Weisel Capital Management LLC
    Person leftPeopleInferenceShaugn Stephen StanleySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Jul 1, 2012
    Michael James Derrick joined Schedule A of Thomas Weisel Capital Management LLC as Chief Financial Officer
    Person joinedPeopleFactMichael James DerrickSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Mar 30, 2012
    Thomas Weisel Global Growth Partners Employee Fund, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $2,007,359
    Fund first reported on Form ADVFundsFactVcfif Employee Fund LP F/k/a Thomas Weisel Global Growth Partners Employee Fund,l.p.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Mar 30, 2012
    Thomas Weisel Global Growth Partners (a), L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $28,553,908
    Fund first reported on Form ADVFundsFactThomas Weisel Global Growth Partners (a), L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Mar 30, 2012
    Thomas Weisel Venture Partners L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Venture Capital Fund), GAV $56,164,878
    Fund first reported on Form ADVFundsFactThomas Weisel Venture Partners L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Mar 30, 2012
    Thomas Weisel Strategic Opportunities Partners, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $7,585,541
    Fund first reported on Form ADVFundsFactThomas Weisel Strategic Opportunities Partners, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Mar 30, 2012
    Thomas Weisel Venture Partners Employee Fund, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Venture Capital Fund), GAV $529,644
    Fund first reported on Form ADVFundsFactThomas Weisel Venture Partners Employee Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Mar 30, 2012
    Tailwind Capital Partners 1999, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $68,076
    Fund first reported on Form ADVFundsFactTailwind Capital Partners 1999, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Mar 30, 2012
    Tailwind Capital Partners 2000, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $4,630
    Fund first reported on Form ADVFundsFactTailwind Capital Partners 2000, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Mar 30, 2012
    TWP 2001 Co-Investment Fund, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $321,303
    Fund first reported on Form ADVFundsFactTWP 2001 Co-Investment Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Mar 30, 2012
    Thomas Weisel Capital Partners Employee Fund, L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $427,721
    Fund first reported on Form ADVFundsFactThomas Weisel Capital Partners Employee Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Mar 30, 2012
    Thomas Weisel Global Growth Partners (b), L.P. first reported on Form ADV by Thomas Weisel Capital Management LLC (Private Equity Fund), GAV $85,633,356
    Fund first reported on Form ADVFundsFactVcfof (b), LP F/k/a Thomas Weisel Global Growth Partners (b),l.p.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. Mar 30, 2012
    Thomas Weisel Capital Management LLC first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Corporate venture (probable, 80%, cls-1)
    corporate parent: Stifel Financial Corp
Evidence
40 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-30Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2017-03-24Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone415-364-2500Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionOver the past three decades, ZCM has grown to manage investment strategies across the equity and fixed income spectrum, which now includes capabilities focused on sustainability where we seek substantive actions, not just symbolic statements of intention.
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees9Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSan Francisco, CAMar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office addressONE MONTGOMERY STREET, SUITE 3700, San Francisco, CA, 94104Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported3Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$3.3MMar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$2.9MMar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported3Mar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.TWCMLLC.COMMar 24, 2017FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website resolved domainzcm.com
“https://twcmllc.com/ redirected to https://zcm.com/”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website statusunreachable
“home page did not answer with HTML”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome - ZCM
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)