Wertheim International LLC
Wertheim International LLC is a private equity fund operated by Klingenstein Fields Wealth Advisors and has approximately $5.3 million in assets. The current minimum investment for Wertheim International LLC is $10000. Management owns 98 percent of the fund.
Wertheim International LLC Overview
Fund Type: private equity ![]()
Private Fund ID: 805-7246682815 ![]()
Fund Manager: Klingenstein Fields Wealth Advisors (Crd# 105907)
Registered Location: Delaware, United States
Total Assets: $5.3 million
Minimum Investment: $10000
Private Funds Managed by Klingenstein Fields Wealth Advisors (15): Wertheim Ventures I Llc, Fk Investments I Llc , K Investment Partners Lp Ii , K Investment Partners Lp Iv , K Investments I Llc , K Investments Ii Llc , K Investments Iii Llc , K Investments Iv Llc , K Investments V Llc , K Investments Vi Llc , K Investments Vii Llc , K Investments Viii Llc , Klingenstein Charitable Partners 2Nd Amendment , Wertheim International Llc , Wertheim Ticket Fund Llc
Wertheim International LLC Details
Subadviser: No ![]()
Other Investment Advisers: No ![]()
Solicited: No ![]()
Rely on Reg D Exemption: No ![]()
Audited: Yes ![]()
Master Fund: Yes ![]()
Feeder Fund: No ![]()
GAAP: Yes
Beneficial Owners: 27 ![]()
Management Ownership: 98% ![]()
Fund of Fund Ownership: 0% ![]()
Non-US Ownership: 0% ![]()
Auditor(s): Pkf O’Connor Davies
Broker-Dealer(s): Charles Schwab & Co., Inc.
Custodian(s): Citibank, N.A.
Administrator(s):
Wertheim International LLC Charts and Graphs
Total AUM: $5.3 million
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Rank: 23959 out of 30967 registered private funds
Minimum Investment: $10000
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Rank: 24189 out of 30967 registered private funds
Management Ownership: 98%
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Rank: 1735 out of 30967 registered private funds
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