WESTERN TECHNOLOGY INVESTMENT (WTI)
Latest filing: Mar 25, 2025 (74 days ago)
AUM
$2,053,557,894
9% change vs. 1 year ago
-19% change vs. 3 years ago
20% change vs. 5 years ago
107% change vs. 10 years ago
Employee Count
33
-3% change vs. 1 year ago
6% change vs. 3 years ago
14% change vs. 5 years ago
65% change vs. 10 years ago
Main Office
PORTOLA VALLEY, CA
104 LA MESA DRIVE, PORTOLA VALLEY, CA, UNITED STATES, 94028-7510
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.0 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.1 |
| Institutional | $0.0 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| P10 ADVISORS, LLC | $0.3 | 314664 | |
| TRUEBRIDGE CAPITAL PARTNERS, LLC | $0.0 | - | |
| RCP ADVISORS 3, LLC | $0.0 | - | |
| FIVE POINTS CAPITAL LLC | $0.0 | - | |
| RCP ADVISORS, LLC | $0.0 | - | |
| WTI EQUITY OPPORTUNITY FUND GP I, LLC | $0.0 | - | |
| VENTURE LENDING & LEASING IX GP, LLC | $0.0 | - | |
| WTI FUND X GP, LLC | $0.0 | - | |
| HARK CAPITAL ADVISORS, LLC | $0.0 | 316713 | |
| BONACCORD CAPITAL ADVISORS, LLC | $0.0 | 316716 | |
| RCP ADVISORS 2, LLC | $0.0 | - | |
| ENHANCED CAPITAL PARTNERS, LLC | $0.0 | - | |
| VLL LEGACY, LLC | $0.0 | - | |
| WTI FUND XI GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.1 | $0.0 | 0% | 33 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 33 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.2 | 9% | 34 | -1 | -3% |
| 2023-04-04 | $2.3 | -$0.3 | -11% | 30 | 3 | 10% |
| 2022-04-01 | $2.5 | -$0.5 | -19% | 31 | 2 | 6% |
| 2021-04-05 | $2.0 | $0.1 | 4% | 26 | 7 | 27% |
| 2020-04-01 | $1.7 | $0.3 | 20% | 29 | 4 | 14% |
| 2019-04-01 | $1.8 | $0.3 | 17% | 22 | 11 | 50% |
| 2018-04-02 | $1.9 | $0.2 | 11% | 22 | 11 | 50% |
| 2017-04-01 | $1.3 | $0.7 | 55% | 22 | 11 | 50% |
| 2016-04-01 | $1.5 | $0.6 | 39% | 20 | 13 | 65% |
| 2015-04-01 | $1.0 | $1.1 | 107% | 20 | 13 | 65% |
| 2014-04-01 | $1.0 | $1.1 | 107% | 20 | 13 | 65% |
| 2013-04-01 | $1.0 | $1.1 | 111% | 13 | 20 | 154% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/04/1994 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV