Weil is a fund manager in San Diego with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
943062824
SEC advisor number
801-42757
FINRA CRD number
22090
AUM ?
$1.11 bn
(as of 22 Dec 22)
Accounts
1,663
(as of 22 Dec 22)
Employees
26
(9 investment advisory or research)
Address
Weil
11236 EL CAMINO REAL
SUITE 200
SAN DIEGO
CA 92130
11236 EL CAMINO REAL
SUITE 200
SAN DIEGO
CA 92130
Office hours
Monday - Friday, 6:30 AM TO 4:00 PM
Phone
858-724-6055
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Weil, Christopher, Francis | Chairman, Treasurer | 12/2011 | < 5% |
Wells, John Vianney | President & CEO, Compliance Officer Corporate: Secretary | 01/2005 | < 5% |
Gordon, Laura Theresa | Chief Financial Officer, Chief Compliance Officer | 01/2005 | < 5% |
CW-MW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
CW-KW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
CW-CW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
PW-MW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
PW-KW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
PW-CW 2009 Irrevocable Trust | Owner | 12/2011 | 10-25% |
Wells, Kit, Victoria | Beneficiary of Both Trusts | 12/2011 | > 75% |
Weil, Matthew, Francis | Beneficiary of Both Trusts | 12/2011 | > 75% |
Weil, Caitlin, Suzanne | Beneficiary of Both Trusts | 12/2011 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Christopher Weil & Co Inc | $1.11 bn | |
Auburn Watt Storage Partners, LTD. | $15.81 mm | Real Estate Fund |
CWC Casa Del Zorro, LLC | $10.67 mm | Real Estate Fund |
CWC Healthtech Fund 1 LLC | $9.10 mm | Venture Capital Fund |
CWC Income Properties 2, LLC | $12.40 mm | Real Estate Fund |
CWC Income Properties 3, LLC | $6.43 mm | Real Estate Fund |
CWC Income Properties 5, LLC | $21.67 mm | Real Estate Fund |
CWC Income Properties 6, LLC | $22.37 mm | Real Estate Fund |
CWC Nexus Fund 1, LLC | $4.90 mm | Venture Capital Fund |
Hayward Storage Partners II, LTD. | $24.60 mm | Real Estate Fund |
High Street Partners, LTD. | $10.53 mm | Real Estate Fund |
Redwood City Storage Partners, LTD. | $32.86 mm | Real Estate Fund |
Walnut Storage Partners, LTD. | $18.13 mm | Real Estate Fund |
Westminster Associates, LTD. | $5.73 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21