WESTECH INVESTMENT ADVISORS LLC
Legal name: WESTERN TECHNOLOGY INVESTMENT (WTI)
CRD #110429 SEC #801-44806 PORTOLA VALLEY, CA 650-234-4300
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
33
Clients
--
Accounts
12
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEST, BRIAN, RAYMOND | I | VP/ASSISTANT SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | CCO/VP/SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | VP/SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | VP/ASSISTANT SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | VP/ASSISTANT SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | VP/ASSISTANT SECRETARY | NA | Control |
| BEST, BRIAN, RAYMOND | I | CFO/SECRETARY | NA | Control |
| BONNIE SUE SWENSON SURVIVOR'S TRUST, BONNIE S. SWENSON TRUSTEE | DE | TRUSTEE | NA | Control |
| BORNSTEIN, JUDITH, NAOMI | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| BORNSTEIN, JUDITH, NAOMI | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP/ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | VP | NA | Control |
| COHAN, JAY, LEONARD | I | VP/ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| COHAN, JAY, LEONARD | I | CLASS D MEMBER, VP, ASSISTANT SECRETARY | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CCO/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CCO/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CCO/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| ENG, MARTIN, DAVID | I | CFO/CHIEF COMPLIANCE OFFICER/VP/SECRETARY/TREASURER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT, MANAGER | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| GUTIERREZ, SALVADOR, OSIO | I | VICE CHAIRMAN | NA | Control |
| RUANO, RODOLFO | I | VICE PRESIDENT | NA | |
| RUANO, RODOLFO | I | VICE PRESIDENT | NA | |
| Ruano, Rodolfo | I | VICE PRESIDENT | NA | |
| Ruano, Rodolfo | I | VICE PRESIDENT | NA | |
| Ruano, Rodolfo | I | VICE PRESIDENT | NA | |
| Ruano, Rodolfo | I | VICE PRESIDENT | NA | |
| Ruano, Rodolfo | I | VICE PRESIDENT | NA | |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CEO, MANAGER | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| SWENSON, RONALD, WAYNE | I | CLASS B MEMBER, CHAIRMAN | NA | Control |
| THEAR, JARED, SUTHERLAND | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| THEAR, JARED, SUTHERLAND | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| WANEK, DAVID, RYAN | I | VP | NA | Control |
| WANEK, DAVID, RYAN | I | VP | NA | Control |
| WANEK, DAVID, RYAN | I | VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | VP | NA | Control |
| WANEK, DAVID, RYAN | I | VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VP | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VICE PRESIDENT | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VICE PRESIDENT | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VICE PRESIDENT | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VICE PRESIDENT | NA | Control |
| WANEK, DAVID, RYAN | I | CLASS D MEMBER, VICE PRESIDENT | NA | Control |
| WANEK, DAVID, RYAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WANEK, DAVID, RYAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WANEK, DAVID, RYAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | VP | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, COO, MANAGER | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | CLASS C MEMBER, PRESIDENT, CEO | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | EXECUTIVE CHAIRMAN | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | EXECUTIVE CHAIRMAN | NA | Control |
| WERDEGAR, MAURICE, CLARK | I | EXECUTIVE CHAIRMAN | NA | Control |
| thear, Jared, Sutherland | I | CHIEF COMPLIANCE OFFICER | NA | |
| thear, Jared, Sutherland | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| thear, Jared, Sutherland | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| thear, Jared, Sutherland | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| P10 INTERMEDIATE HOLDINGS LLC | DE | SHAREHOLDER | E | Control |
| P10 INTERMEDIATE HOLDINGS LLC | DE | SHAREHOLDER | E | Control |
| P10 INTERMEDIATE HOLDINGS LLC | DE | SHAREHOLDER | E | Control |
| P10 INTERMEDIATE HOLDINGS LLC | DE | SHAREHOLDER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| WESTECH INVESTMENT MANAGEMENT, INC. | DE | CLASS A MEMBER | E | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | PRESIDENT | D | Control |
| SWENSON, RONALD | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
| SWENSON, RONALD, WAYNE | I | FOUNDER/CEO | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| P10 HOLDINGS INC. | DE | P10 INTERMEDIATE HOLDINGS LLC | E | Control |
| P10 HOLDINGS INC. | DE | P10 INTERMEDIATE HOLDINGS LLC | E | Control |
| P10 HOLDINGS INC. | DE | P10 INTERMEDIATE HOLDINGS LLC | E | Control |
| P10, INC. | DE | P10 HOLDINGS INC. | E | Control |
| P10, INC. | DE | P10 HOLDINGS INC. | E | Control |
| P10, INC. | DE | P10 HOLDINGS INC. | E | Control |
| BONNIE SUE SWENSON SURVIVOR'S TRUST, BONNIE S. SWENSON TRUSTEE | DE | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| GUTIERREZ, SALVADOR, OSIO | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
| SWENSON, RONALD, WAYNE | I | WESTECH INVESTMENT MANAGEMENT, INC. | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
CA
Address
104 LA MESA DRIVESUITE 102
PORTOLA VALLEY, CA 94028-7510
United States
Phone: 650-234-4300