Weathervane Asset Management LLC
● SEC registered since 2021CRD 312424SEC# 801-120286Fort Lauderdale, FL
Ranks #4,258 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$384.1M
Fund GAV
$380.9M
Private funds
65
Employees
4
Accounts
70
Location
Fort Lauderdale, FL
Weathervane Asset Management LLC assets under management
Weathervane Asset Management LLC is an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 2021. It reports $384.1 million in regulatory assets under management and employs 4 people. Weathervane Asset Management LLC manages 65 private funds with combined gross assets of $380.9 million, including Private Market Securities Fund II LLC Series a. By regulatory assets, it ranks 4,258 of 6,004 private fund managers.
Weathervane Asset Management LLC private funds
65 funds · $380.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Private Market Securities Fund II LLC Series a | Private Equity | $27.1M | $100K |
| 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 |
See all 65 funds — unlock the full record.
Join to unlock · $37/moWeathervane Asset Management LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Weathervane Asset Management LLC manage?
Weathervane Asset Management LLC reports $384.1 million in regulatory assets under management on its Form ADV.
How many private funds does Weathervane Asset Management LLC manage?
Weathervane Asset Management LLC manages 65 private funds with combined gross assets of $380.9 million.
How many employees does Weathervane Asset Management LLC have?
Weathervane Asset Management LLC reports 4 employees.
Where is Weathervane Asset Management LLC located?
Weathervane Asset Management LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2021.
Does Weathervane Asset Management LLC disclose fund performance?
Weathervane Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$384.1M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 3%
More funds than 97% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$384.1Mregulatory AUM
Discretionary $384.1M
Service providers
Custodian