|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Weathervane Asset Management LLC
✚
|
|
|---|---|
| CRD # | 312424 |
| SEC # | 801-120286 |
| CIK # | |
| AUM | $260.3 M (2025-06-06) |
| Employees | 5 (40% Investors, 100% Brokers) |
| Phone | 516-305-9438 |
| Address | 1 East Broward Blvd Fort Lauderdale, FL 33301 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Advanced Technology Select Fund XII LLC Series A | [2025-05-30] | 38.2 | 23.6 |
| PE | Advanced Technology Select Fund XII LLC Series B | [2025-05-30] | 38.2 | 1.9 |
| PE | Advanced Technology Select Fund XII LLC Series C | [2025-05-30] | 38.2 | 0.6 |
| PE | Advanced Technology Select Fund XII LLC Series D | [2025-05-30] | 38.2 | 3.6 |
| PE | Advanced Technology Select Fund XII LLC Series F | [2025-05-30] | 38.2 | 2.7 |
| PE | Advanced Technology Select Fund Xi LLC Series B | [2025-05-30] | 27.6 | 5.0 |
| PE | Advanced Technology Select Fund Xi LLC Series C | [2025-05-30] | 27.6 | 1.2 |
| PE | Advanced Technology Select Fund XIV LLC Series B | [2025-05-30] | 27.0 | 2.4 |
| PE | Advanced Technology Select Fund XIV LLC Series C | [2025-05-30] | 27.0 | 2.2 |
| PE | Advanced Technology Select Fund XIV LLC Series E | [2025-05-30] | 27.0 | 0.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 61 | 257.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 260.3 |
| By Discretionary | ||
| Discretionary | 66 | 260.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 260.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.3 | |
| Total | 66 | 260.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kevin Chen | 33 | ||
| JJFT Management LLC | 29 | ||
| JJC Asset Management LLC | 11 | ||
| KAJJ Management LLC | 3 | ||
| JJC Management LLC | 3 | ||
| Chen Kevin | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kubhera Enterprises LLC
✚
|
NJ | 0.3 |
|
Boston Family Advisors LLC
✚
|
MA | 0.3 |
|
Signify Wealth LLC
✚
|
MO | 0.3 |
|
Impact Investors Inc
✚
|
CA | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
City Different Holdings LP
✚
|
NM | 0.3 |
|
Galliott Capital Advisors LLC
✚
|
CA | 0.3 |
|
Pearson Creek Capital Management LLC
✚
|
IL | 0.2 |
|
Cypress Wealth Management LLC
✚
|
IL | 0.2 |
|
Outrunner Capital LLC
✚
|
TX | 0.2 |