WESTECH INVESTMENT ADVISORS LLC of PORTOLA VALLEY, CA is an SEC-registered investment adviser (CRD 110429). Regulatory assets under management: $2.0B.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Maurice Clark Werdegar | EXECUTIVE CHAIRMAN | — |
| David Ryan Wanek | CHIEF EXECUTIVE OFFICER | — |
| Rodolfo Ruano | VICE PRESIDENT | — |
| Jared Sutherland Thear | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| SWENSON RONALD WAYNE | CLASS B MEMBER, CEO, MANAGER; CLASS B MEMBER, CHAIRMAN; FOUNDER/CEO (+1 more) | — |
| GUTIERREZ SALVADOR OSIO | PRESIDENT; PRESIDENT, CFO; PRESIDENT, MANAGER (+2 more) | — |
| BEST BRIAN RAYMOND | CCO/VP/SECRETARY; CFO/SECRETARY; VP/ASSISTANT SECRETARY (+1 more) | — |
| COHAN JAY LEONARD | CLASS D MEMBER, VP, ASSISTANT SECRETARY; VP; VP/ASSISTANT SECRETARY | — |
| WERDEGAR MAURICE CLARK | CLASS C MEMBER, COO, MANAGER; CLASS C MEMBER, PRESIDENT, CEO; EXECUTIVE CHAIRMAN (+1 more) | — |
| ENG MARTIN DAVID | CFO/CCO/VP/SECRETARY/TREASURER; CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER; CFO/VP/SECRETARY/TREASURER | — |
| WANEK DAVID RYAN | CHIEF EXECUTIVE OFFICER; CLASS D MEMBER, VICE PRESIDENT; CLASS D MEMBER, VP (+1 more) | — |
| REED DOUGLAS DALTON | VP/CFO/SECRETARY | — |
| SWENSON RONALD | FOUNDER/CEO | — |
| BORNSTEIN JUDITH NAOMI | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| Ruano Rodolfo | VICE PRESIDENT | — |
| thear Jared Sutherland | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 4 | 650-234-4300 |
| NEW YORK | NY | 4 | 650-234-4300 |