| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Advanced Technology Select Fund XII LLC Series a | Private Equity | $23.6M | $100K |
| Advanced Technology Select Fund XXIII LLC Series C | Private Equity | $21.8M | $100K |
| Advanced Technology Select Fund XXII LLC Series D | Private Equity | $15.5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Orlando Otoya Control | Chief Compliance Officer | Under 5% | 2025 |
| Kevin Chen Control | Chief Executive Officer | Over 75% | 2020 |
| Phillip George McKie Control | Chief Operating Officer | Under 5% | 2025 |
Weathervane Asset Management LLC reports $260.3 million in regulatory assets under management on its Form ADV.
Weathervane Asset Management LLC manages 61 private funds with combined gross assets of $257.2 million.
Weathervane Asset Management LLC reports 5 employees.
Weathervane Asset Management LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2021.
Weathervane Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 East Broward Blvd., Suite 700, Fort Lauderdale, FL 33301 |
| Phone | 516-305-9438 |
| Office hours | 8:00 a.m. - 5:0 0p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | Yes |
| Discretionary | $260.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $260.3M |