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Wersten Asset

385 East Colorado Boulevard, Pasadena, CA, 91101, United States

Overview

Financial services provider and asset management company.

Founded

1971

Deals · 12mo

0

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

Brazil

Sector focus

—

Investment portfolio

1rounds
NAMEDATESIZE
UME Financial Services
Sep 2024Participated
$35 MDebt
UME Financial Services
Sep 2024Participated
$35 MDebt
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Wersten Asset: 1 funding rounds are recorded in the selected participation categories.All available history.
Wersten Asset: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt01

Monthly Deal Activity

Wersten Asset: 1 deals are recorded across 26 months.All available history.
Wersten Asset: 1 deals are recorded across 26 months. All available history
MonthDeals
Sep '241
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Wersten Asset: Fintech is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Wersten Asset: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1

Deal Size Distribution

Wersten Asset: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Wersten Asset: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Wersten Asset: Brazil has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Wersten Asset: Brazil has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
Brazil1
Wersten Asset: 12 co-investors are shown, with Big Bets sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Wersten Asset: 12 co-investors are shown, with Big Bets sharing 1 recorded deals. All available history
Co-investorShared deals
Big Bets1
Clocktower Technology Ventures1
Credit Saison1
Endeavor1
FJ Labs1
Globo Ventures1
Ita1
Mileno1
NFX1
Norte Ventures1
PayPal Ventures1
Verde1

Investment Strategy

Wersten Asset: Led accounts for 0% and participating for 100% of round participation.All available history.
Wersten Asset: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Wersten Asset: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Wersten Asset: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Jim Hirschmann

President and Chief Executive Officer

Leona Vasserman

Client Service Associate

Michael Buchanan

Deputy Chief Investment Officer