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Building 2WESTERN TECHNOLOGY INVESTMENT (WTI)

Map pinPORTOLA VALLEY, CA
Phone650-234-4300
NotebookSEC #801-44806
Total AUM
$2B
Employees
35
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 LA MESA DRIVE
SUITE 102
PORTOLA VALLEY
CA 94028-7510
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
650-234-4300
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
12
Discretionary
$2B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Business Development Company Clients
3
AUM
$568.5M
Pooled Vehicle Clients
9
AUM
$1.4B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF COMMITTED CAPITAL

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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