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Wertheim Ventures I, LLC

Private Equity FundFund ID 805-9196055839Delaware, United States
Gross assets
$77.1M
Min. investment
$5K
Beneficial owners
26
Size rank
Top 48%
Audited
Yes
Structure
Standalone

About this fund

Wertheim Ventures I, LLC is a private equity fund managed by Klingenstein, Fields & Co., L.P.. The fund reports $77.1 million in gross assets, placing it among the top 48% of private funds by size. The stated minimum investment is $5,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9196055839
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Klingenstein Fields Venture Fund, L.P.Venture Capital$25.8M
Klingenstein Fields Venture Fund II, L.P.Venture Capital$23.3M
Klingenstein Fields Venture Fund III, L.P.Venture Capital$13.3M
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Frequently asked questions

How large is Wertheim Ventures I, LLC?

Wertheim Ventures I, LLC reports $77.1 million in gross assets, among the top 48% of private funds by size.

What is the minimum investment for Wertheim Ventures I, LLC?

The stated minimum investment is $5,000.

Who manages Wertheim Ventures I, LLC?

Wertheim Ventures I, LLC is managed by Klingenstein, Fields & Co., L.P.

Does Wertheim Ventures I, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Reported gross assets

$77.1M▼ 73%
Mar '25 — $286.1MApr '25 — $286.1MMay '25 — $286.1MJun '25 — $286.1MJul '25 — $286.1MAug '25 — $286.1MSep '25 — $286.1MOct '25 — $286.1MNov '25 — $286.1MDec '25 — $286.1MJan '26 — $286.1MFeb '26 — $286.1MMar '26 — $76.5MApr '26 — $76.5MMay '26 — $77.1MJun '26 — $77.1M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 48%
Larger than 52% of 67,041 private funds
Gross assets vs Private Equity FundsTop 45%
Larger than 55% of 31,066 private equity funds
Minimum investmentTop 96%
Higher than 4% of funds reporting a minimum

Investor base

Adviser & related persons93%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.