Westech Investment Advisors LLC

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Westech Investment Advisors LLC ✚
CRD #	110429
SEC #	801-44806
CIK #	0001315824
AUM	2,017.5 M (2026-03-30)
Employees	35 (43% Investors, 0% Brokers)
Phone	650-234-4300
Address	104 La Mesa Drive Portola Valley, CA 94028-7510
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	WTI Fund Xi LLC	2025-03-25		419.1 M
PE	WTI Fund X LLC	[2022-03-30]		824.8 M
	Offered $450,000,000 · Filed 2017-12-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Not Applicable
PE	Venture Lending & Leasing IX LLC	[2018-03-30]		327.2 M
	Offered $450,000,000 · Filed 2017-12-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $450,000,000 · Duration One year or less · Revenue Not Applicable
PE	Venture Lending & Leasing VIII LLC	[2016-03-28]		203.7 M
	Offered $400,000,000 · Filed 2015-07-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $400,000,000 · Duration One year or less · Revenue Not Applicable
PE	WTI Equity Opportunity Fund I LP	[2016-03-28]		56.6 M
	Offered $75,000,000 · Filed 2015-12-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $75,000,000 · Duration One year or less · Revenue Not Applicable
PE	Venture Lending & Leasing VII LLC	[2013-01-31]	373.1 M	135.1 M
	Offered $375,000,000 · Filed 2012-12-28 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $1,900,000 · Duration One year or less · Revenue Not Applicable
PE	Venture Lending & Leasing III LLC	2012-03-20		4.2 M
PE	Venture Lending & Leasing IV LLC	2012-03-20		0.7 M
PE	Venture Lending & Leasing VI LLC	[2012-03-20]	294.0 M	49.0 M
	Offered $300,000,000 · Filed 2010-08-12 (D) · Exemption 506 · Minimum $1,000,000 · Remaining $6,000,000 · Duration One year or less · Revenue Over $100,000,000
PE	Venture Lending & Leasing V LLC	[2012-03-20]		1.2 M
Other	VLLI Holdings II LLC	2012-03-20		3.9 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	3	0.6
(f) Pooled investment vehicles	9	1.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	12	2.0
By Discretionary
Discretionary	12	2.0
Non-Discretionary	0	0.0
Total	12	2.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.0
Total	12	2.0

Form D Directors	Role	# Filings	# Firms
David Wanek	Executive Officer	8	2
Maurice Werdegar	Executive Officer	8	2
Jay Cohan	Executive Officer	7	2
Martin Eng	Executive Officer	6	2
Ronald Swenson	Executive Officer	2	1
Salvador Gutierrez	Executive Officer	2	1

EDGAR Form	CIK	2011 - 2026
SC 13G	[0001315824]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Westech Investment Advisors LLC	WTI Fund Xi Inc	[2024-11-14]
Westech Investment Advisors LLC	WTI Fund X Inc	[2022-02-14]

Firm Profile (Form ADV)
Discretionary AUM	$0.9B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Southfield Capital LP ✚	CT	2,057.2 M
Warwick Investment Group LLC ✚	OK	2,050.5 M
Cresta Fund Management LLC ✚	TX	2,044.7 M
Clearview Capital LP ✚	CT	2,041.6 M
L Squared Capital Management LP ✚	CA	2,041.0 M
MJE - Loop Capital Partners LLC ✚	NY	2,040.5 M
Frontenac Company LLC ✚	IL	2,025.8 M
AFF Fund Manager LLC ✚	GA	2,010.0 M
Impax Asset Management AIFM Ltd ✚		2,004.1 M
Sole Source Capital LLC ✚	TX	1,982.3 M

Westech Investment Advisors LLC

Assets, Funds, Holdings