WESTERN TECHNOLOGY INVESTMENT (WTI)
Firm details
- Headquarters
- PORTOLA VALLEY, California
- CRD number
- 110429
- Registered since
- December 22, 1993
- Website
- www.westerntech.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles71.82%
- Business Development Companies28.18%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Western Technology Investment operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor and portfolio manager for private funds and also carries CPO/CTA responsibilities, structuring and actively managing vehicles rather than acting purely as an allocator. Since its SEC registration in 1993, the business has maintained a concentrated institutional client base and uses a fee mix that includes a percentage of AUM, performance-based fees and other bespoke fee arrangements. The firm is not an active ESG investor and does not operate as a multi-state adviser for registration purposes. Investment activity centers on direct private-market exposure through funds the firm sponsors and manages. Manager allocation interest is concentrated on venture and growth-stage opportunities typical of technology-focused private equity programs, with complementary private credit positions where they fit deal economics and portfolio construction. As sponsor and general partner, Western Technology Investment is set up to run pooled vehicles and investment companies, taking responsibility for sourcing, diligencing and portfolio-level decisions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID WANEK
CEO and PartnerCRD 5095811
Jared thear
CFO & CCOCRD 7428823
Contacts
2 of 2MAURICE WERDEGAR
ChairmanCRD 1741885
Rodolfo Ruano
Investment PartnerCRD 7355886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTOLA VALLEY, CA
SAN MATEO
Location
PORTOLA VALLEY, CA
Headquartered in PORTOLA VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 104 Lane Mesa Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
NEXT LEGACY MANAGEMENT, LLC
RIAPORTOLA VALLEY, CA
CHANGE FORCES
RIAPORTOLA VALLEY, CA
SPYGLASS CAPITAL MANAGEMENT, LLC
RIASAN FRANCISCO, CA
NIPUN CAPITAL, L.P.
RIAFOSTER CITY, CA
FAIRVIEW CAPITAL
RIAGREENBRAE, CA
LANE42
RIASANTA MONICA, CA