Investment adviser · CRD 110429
WESTERN TECHNOLOGY INVESTMENT (WTI)
Investment adviser filing (IA)
WESTECH INVESTMENT ADVISORS LLC
PORTOLA VALLEY, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $2.02B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 15 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 |
|---|---|---|---|
| Pooled investment vehicles | 9 | $1,448,962,948 | 71.8% |
| Business development companies | 3 | $568,539,113 | 28.2% |
Filing source
Form ADV 2076465 · Mar 30, 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
11 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.
WTI FUND X, LLCPrivate Equity Fund · Last reported Mar 30, 2026$825MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-8477023913
- Reported beneficial owners
- 98
- Minimum commitment
- $1M
- Form D file number
- 021-300803
Form ADV 2076465 · Mar 30, 2026 · 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.
WTI FUND XI, LLCPrivate Equity Fund · Last reported Mar 30, 2026$419MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-1894009008
- Reported beneficial owners
- 82
- Minimum commitment
- $1M
Form ADV 2076465 · Mar 30, 2026 · 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.
VENTURE LENDING & LEASING IX, LLCPrivate Equity Fund · Last reported Mar 30, 2026$327MGross asset value
Form D fundraising filings
Venture Lending & Leasing IX, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-6499125943
- Reported beneficial owners
- 64
- Minimum commitment
- $1M
- Form D file number
- 021-300803
Form ADV 2076465 · Mar 30, 2026 · 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.
VENTURE LENDING & LEASING VIII, LLCPrivate Equity Fund · Last reported Mar 30, 2026$204MGross asset value
Form D fundraising filings
Venture Lending & Leasing VIII, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-8283292915
- Reported beneficial owners
- 60
- Minimum commitment
- $1M
- Form D file number
- 021-244633
Form ADV 2076465 · Mar 30, 2026 · 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.
VENTURE LENDING & LEASING VII, LLCPrivate Equity Fund · Last reported Mar 30, 2026$135MGross asset value
Form D fundraising filings
Venture Lending & Leasing VII, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-6211901159
- Reported beneficial owners
- 60
- Minimum commitment
- $1M
- Form D file number
- 021-189132
Form ADV 2076465 · Mar 30, 2026 · 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.
WTI EQUITY OPPORTUNITY FUND I, L.P.Private Equity Fund · Last reported Mar 30, 2026$56.6MGross asset value
Form D fundraising filings
WTI Equity Opportunity Fund I, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE
PCAOB 34
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-3770536270
- Reported beneficial owners
- 25
- Minimum commitment
- $0
- Form D file number
- 021-252658
Form ADV 2076465 · Mar 30, 2026 · 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.
VENTURE LENDING & LEASING VI, LLCPrivate Equity Fund · Last reported Mar 30, 2026$49MGross asset value
Form D fundraising filings
Venture Lending & Leasing VI, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE
PCAOB 34
COMPUTERSHARE SECURITIES CORPORATION
SEC 8-53022
SAFRA NATIONAL BANK OF NEW YORK
LEI 8HWWA59ZS6Z54QLX6S15
BTIG, LLC
CRD 122225 · SEC 8-65473
CANACCORD GENUITY LLC
CRD 1020 · SEC 8-3271
DB ALEX. BROWN LLC
CRD 17790 · SEC 8-35766
FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221
MORGAN STANLEY
CRD 149777 · SEC 8-68191
ORD MINNETT INC.
CRD 10403 · SEC 8-26889
Fund details & source
- Fund ID
- 805-2940911689
- Reported beneficial owners
- 60
- Minimum commitment
- $1M
- Form D file number
- 021-146292
Form ADV 2076465 · Mar 30, 2026 · 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: Mar 30, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
104 LA MESA DRIVE, SUITE 102PORTOLA VALLEY, CA, 94028-7510, United States
CRD 110429
Filing source
Form ADV 2076465 · Mar 30, 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.