Westech Investment Advisors, LLC is a large advisory firm based in Portola Valley. It manages $1.76 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Westech Investment Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westech Investment Advisors, LLC is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Westech Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and business development companies. The largest group of clients of Westech Investment Advisors is pooled investment vehicles with 7 clients and $1.03 billion of assets under management. Among the 13 most similar advisory firms, Westech Investment Advisors has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.76 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.
Westech Investment Advisors also advises several private funds. Namely, six private equity funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 22 people that are either part- or full-time employees. 59 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Westech Investment Advisors, LLC performs its advisory services is located at 104 La Mesa Drive, Portola Valley, CA 94028 7510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-234-4300 or by fax 650-234-4343. The normal business hours are 0900 to 1700 on Monday - Friday. You can find more information about the New York firm at westerntech.com.