Investment adviser · CRD 22090
CHRISTOPHER WEIL & CO INC
Investment adviser filing (IA)
THE WEIL COMPANY
SAN DIEGO, CA, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $896M Form ADV · Item 5.F
- Client accounts
- 1,547 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 261 | $784,721,439 | 87.6% |
| Individuals | 242 | $89,063,081 | 9.9% |
| Retirement plans | 7 | $12,860,493 | 1.4% |
| Charities | 4 | $6,566,276 | 0.7% |
| Corporations & businesses | 5 | $3,030,896 | 0.3% |
Filing source
Form ADV 2059597 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
25 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
REDWOOD CITY STORAGE PARTNERS, LTD.Real Estate Fund · Last reported May 15, 2023$32.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2792261466
- Reported beneficial owners
- 46
- Minimum commitment
- $16K
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HAYWARD STORAGE PARTNERS II, LTD.Real Estate Fund · Last reported May 15, 2023$24.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7046511524
- Reported beneficial owners
- 40
- Minimum commitment
- $15.3K
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWC INCOME PROPERTIES 6, LLCReal Estate Fund · Last reported May 15, 2023$22.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8432032341
- Reported beneficial owners
- 101
- Minimum commitment
- $50K
- Form D file number
- 021-292735
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWC INCOME PROPERTIES 5, LLCReal Estate Fund · Last reported May 15, 2023$21.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9338549528
- Reported beneficial owners
- 108
- Minimum commitment
- $50K
- Form D file number
- 021-250155
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WALNUT STORAGE PARTNERS, LTD.Real Estate Fund · Last reported May 15, 2023$18.1MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3944763674
- Reported beneficial owners
- 54
- Minimum commitment
- $25K
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AUBURN WATT STORAGE PARTNERS, LTD.Real Estate Fund · Last reported May 15, 2023$15.8MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7495962536
- Reported beneficial owners
- 33
- Minimum commitment
- $12.4K
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWC INCOME PROPERTIES 2, LLCReal Estate Fund · Last reported May 15, 2023$12.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1237405383
- Reported beneficial owners
- 92
- Minimum commitment
- $50K
- Form D file number
- 021-205269
Form ADV 1762604 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
11236 EL CAMINO REAL, SUITE 200SAN DIEGO, CA, 92130, United States
CRD 22090
Filing source
Form ADV 2059597 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.