# WESTECH INVESTMENT ADVISORS LLC

WESTECH INVESTMENT ADVISORS LLC of PORTOLA VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110429
- Type: SEC-registered investment adviser
- SEC file number: 801-44806
- Location: 104 LA MESA DRIVE, SUITE 102, PORTOLA VALLEY, CA, 94028-7510
- Phone: 650-234-4300
- Latest filing: 2026-03-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 35
- Accounts: 12

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Maurice Clark Werdegar](https://search.stillhousedata.com/person/711139) | EXECUTIVE CHAIRMAN | — |
| [David Ryan Wanek](https://search.stillhousedata.com/person/711140) | CHIEF EXECUTIVE OFFICER | — |
| [Rodolfo Ruano](https://search.stillhousedata.com/person/711141) | VICE PRESIDENT | — |
| [Jared Sutherland Thear](https://search.stillhousedata.com/person/711142) | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| [SWENSON RONALD WAYNE](https://search.stillhousedata.com/person/744941) | CLASS B MEMBER, CEO, MANAGER; CLASS B MEMBER, CHAIRMAN; FOUNDER/CEO (+1 more) | — |
| [GUTIERREZ SALVADOR OSIO](https://search.stillhousedata.com/person/744942) | PRESIDENT; PRESIDENT, CFO; PRESIDENT, MANAGER (+2 more) | — |
| [BEST BRIAN RAYMOND](https://search.stillhousedata.com/person/744943) | CCO/VP/SECRETARY; CFO/SECRETARY; VP/ASSISTANT SECRETARY (+1 more) | — |
| [COHAN JAY LEONARD](https://search.stillhousedata.com/person/744944) | CLASS D MEMBER, VP, ASSISTANT SECRETARY; VP; VP/ASSISTANT SECRETARY | — |
| [WERDEGAR MAURICE CLARK](https://search.stillhousedata.com/person/744946) | CLASS C MEMBER, COO, MANAGER; CLASS C MEMBER, PRESIDENT, CEO; EXECUTIVE CHAIRMAN (+1 more) | — |
| [ENG MARTIN DAVID](https://search.stillhousedata.com/person/744947) | CFO/CCO/VP/SECRETARY/TREASURER; CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER; CFO/VP/SECRETARY/TREASURER | — |
| [WANEK DAVID RYAN](https://search.stillhousedata.com/person/744948) | CHIEF EXECUTIVE OFFICER; CLASS D MEMBER, VICE PRESIDENT; CLASS D MEMBER, VP (+1 more) | — |
| [REED DOUGLAS DALTON](https://search.stillhousedata.com/person/770408) | VP/CFO/SECRETARY | — |
| [SWENSON RONALD](https://search.stillhousedata.com/person/792594) | FOUNDER/CEO | — |
| [BORNSTEIN JUDITH NAOMI](https://search.stillhousedata.com/person/831684) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| [Ruano Rodolfo](https://search.stillhousedata.com/person/863406) | VICE PRESIDENT | — |
| [thear Jared Sutherland](https://search.stillhousedata.com/person/864721) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |


## Private funds (9)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WTI FUND X, LLC | Private Equity Fund | Delaware | 98 | $824.8M | $1.0M |
| WTI FUND XI, LLC | Private Equity Fund | Delaware | 82 | $419.1M | $1.0M |
| VENTURE LENDING & LEASING IX, LLC | Private Equity Fund | Delaware | 64 | $327.2M | $1.0M |
| VENTURE LENDING & LEASING VIII, LLC | Private Equity Fund | Delaware | 60 | $203.7M | $1.0M |
| VENTURE LENDING & LEASING VII, LLC | Private Equity Fund | Delaware | 60 | $135.1M | $1.0M |
| WTI EQUITY OPPORTUNITY FUND I, L.P. | Private Equity Fund | Delaware | 25 | $56.6M | — |
| VENTURE LENDING & LEASING VI, LLC | Private Equity Fund | Delaware | 60 | $49.0M | $1.0M |
| VENTURE LENDING & LEASING V, LLC | Private Equity Fund | Delaware | 54 | $1.2M | $1.0M |
| VENTURE LENDING & LEASING IV, LLC | Private Equity Fund | Delaware | 53 | $749K | $1.0M |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 4 | 650-234-4300 |
| NEW YORK | NY | 4 | 650-234-4300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110429/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110429/similar
- Related entities: https://search.stillhousedata.com/firm/110429/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110429

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.