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Western Technology Investment (WTI)

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Total assets under management

$2,017,502,061

More info

Total clients

0

Total advisors

0

of 35 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Westech Investment Advisors (WTI) provides discretionary investment management to pooled institutional vehicles rather than to individual retail clients. Its client base consists primarily of serial venture-focused debt funds that have elected business development company (BDC) status, the corresponding LLCs through which investors subscribe, and an affiliated equity fund that invests primarily in venture-stage companies.

The firm’s investment approach emphasizes secured “venture” loans to venture-backed and later-stage companies, with secondary allocations to convertible and subordinated debt, warrants, and selective direct equity positions. WTI generally follows a buy‑and‑hold strategy, conducts case‑by‑case credit and venture-style due diligence, and may use leverage and interest‑rate hedging (e.g., swaps, caps, collars) for certain funds when appropriate.

WTI is notable among peers for managing multiple BDC‑structured vehicles and related private LLCs while also operating an equity fund that often takes positions in companies linked to the debt funds—arrangements that involve 1940 Act compliance, board oversight, and an SEC exemptive application to govern co‑investments. The firm also operates as a Ridgepost Capital subsidiary, has affiliated parties that receive performance allocations (via VLL Legacy LLC or an affiliated general partner), and serves as Valuation Designee under Rule 2a‑5, adding governance and valuation layers that are less common for managers of comparable size.

Client services

Portfolio management

Expertise

Private / alternative investments Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

Year 1 - Year 1: Total Management Fee: 1.75% (Fund IX & Fund X & Fund XI combined) Year 1 - Year 1: Investment Management Fee: 1.575% (Fund IX & Fund X & Fund XI) Year 1 - Year 1: LLC IX and LLC X Management Fee: 0.175% Year 2 - Year 2: Total Management Fee: 2.00% Year 2 - Year 2: Investment Management Fee: 1.600% Year 2 - Year 2: LLC IX and LLC X Management Fee: 0.400% Year 3 - Year 3: Total Management Fee: 2.25% Year 3 - Year 3: Investment Management Fee: 1.575% Year 3 - Year 3: LLC IX and LLC X Management Fee: 0.675% Year 4 - Year 4: Total Management Fee: 2.50% Year 4 - Year 4: Investment Management Fee: 1.500% Year 4 - Year 4: LLC IX and LLC X Management Fee: 1.000% Year 5 - Year 5: Total Management Fee: 2.50% Year 5 - Year 5: Investment Management Fee: 1.250% Year 5 - Year 5: LLC IX and LLC X Management Fee: 1.250% Year 6 - Year 6: Total Management Fee: 2.25% Year 6 - Year 6: Investment Management Fee: 0.900% Year 6 - Year 6: LLC IX and LLC X Management Fee: 1.350% Year 7 - Year 7: Total Management Fee: 2.00% Year 7 - Year 7: Investment Management Fee: 0.600% Year 7 - Year 7: LLC IX and LLC X Management Fee: 1.400% Year 8 - Year 8: Total Management Fee: 1.75% Year 8 - Year 8: Investment Management Fee: 0.350% Year 8 - Year 8: LLC IX and LLC X Management Fee: 1.400% Year 9 - Year 9: Total Management Fee: 1.50% Year 9 - Year 9: Investment Management Fee: 0.150% Year 9 - Year 9: LLC IX and LLC X Management Fee: 1.350% Year 10 - Year 10: Total Management Fee: 1.50% Year 10 - Year 10: Investment Management Fee: 0.000% Year 10 - Year 10: LLC IX and LLC X Management Fee: 1.500%

Performance-based

Incentive allocations typically 20% of profits for Debt Funds after preferred return hurdle of 8% per annum; Equity Fund incentive allocation 15% up to hurdle then 20% of profits.

Main office location

Western Technology Investment (WTI)

104 La Mesa Drive, Suite 102

Portola Valley CA 94028-7510, United States

Number of offices

2

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Instagram Website 650-234-4300
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