Updated:
WEIL ASSOCIATES, INC.
Weil Associates, Inc. is an SEC-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment...
WEIL ASSOCIATES, INC.
Weil Associates, Inc. is an SEC-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $23 million on a discretionary basis.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Frequently asked questions
Who manages investment decisions at Weil Associates?
The principals of Weil Associates have not been publicly named. Investment decisions are made by the firm's senior team, whose identities are not disclosed in public registers or the firm's limited online presence.
What types of investments does Weil Associates make?
Weil Associates focuses on direct private equity, venture capital, and real estate investments. The firm targets growth-stage companies in technology and healthcare, often participating in Series C and later rounds alongside institutional co-investors (per public securities filings).
How does Weil Associates source its deal flow?
The firm relies on a network of industry relationships, co-investment partners, and advisory firms to originate deals. Public records indicate Weil Associates has co-invested with established venture capital firms in the US, suggesting proprietary access through direct relationships.
Does Weil Associates commit to external funds or only direct deals?
Weil Associates appears to prioritize direct co-investments and solo deals over traditional fund commitments. The firm's investment pattern, as disclosed in SEC filings, shows direct holdings in private companies rather than interests in pooled funds.
Where is the underlying wealth for Weil Associates from?
The specific source of the Weil family wealth is not publicly disclosed. The firm is registered as a corporate entity in California and operates with a low public profile, which is common for single-family offices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: