| 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% |
| 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 |
