WESTERN TECHNOLOGY INVESTMENT (WTI)

RIASEC RegisteredEst. 1993
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$168M
Accounts
12
Employees
35
Advisory reps
4

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
110429
Registered since
December 22, 1993
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DAVID WANEK

    CEO and PartnerCRD 5095811

  • Jared thear

    CFO & CCOCRD 7428823

Contacts

2 of 2
  • MAURICE WERDEGAR

    ChairmanCRD 1741885

  • Rodolfo Ruano

    Investment PartnerCRD 7355886

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth