Weathervane Asset Management Llc
- Regulatory AUM
- $384M
- Discretionary
- $384M
- Clients
- 70
- Avg AUM / client
- $5.5M
- Accounts
- 70
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $3.2M | 0.84% |
| Pooled investment vehicles (non-investment companies) | 65 | $381M | 99.2% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $330M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Advanced Technology Select Fund Xxi Llc master | Private Equity Fund | Delaware | $36.3M | 246 |
| Advanced Technology Select Fund Xii Llc master | Private Equity Fund | Delaware | $34.6M | 97 |
| Advanced Technology Select Fund Xix, Llc master | Private Equity Fund | Delaware | $32.8M | 219 |
| Advanced Technology Select Fund Xx Llc master | Private Equity Fund | Delaware | $32.0M | 240 |
| Advanced Technology Select Fund X Llc master | Private Equity Fund | Delaware | $30.8M | 83 |
| Advanced Technology Select Fund Xviii Llc master | Private Equity Fund | Delaware | $30.3M | 266 |
| Advanced Technology Select Fund Xxii Llc master | Private Equity Fund | Delaware | $29.5M | 219 |
| Advanced Technology Select Fund Xxiii Llc master | Private Equity Fund | Delaware | $25.4M | 185 |
| Advanced Technology Select Fund Xv Llc master | Private Equity Fund | Delaware | $16.7M | 98 |
| Advanced Technology Select Fund Xiv Llc master | Private Equity Fund | Delaware | $16.1M | 80 |
| Advanced Technology Select Fund Xvi Llc master | Private Equity Fund | Delaware | $15.5M | 99 |
| Advanced Technology Select Fund Xi Llc master | Private Equity Fund | Delaware | $15.4M | 93 |
| Advanced Technology Select Fund Xvii Llc master | Private Equity Fund | Delaware | $8.5M | 62 |
| Advanced Income Fund I, Llc master | Private Equity Fund | Delaware | $5.7M | 28 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chen, Kevin | Chief Executive Officer And Chief Compliance Officer | Nov 2020 (6y) | 75% or more | |
| Wayne Seth Kaufman | Registered representative | Jan 2022 (5y) | ||
| Darnel Webster | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $330M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Advanced Technology Select Fund Xxi Llc | Private Equity Fund | $36.3M | $100K | 246 |
| Advanced Technology Select Fund Xii Llc | Private Equity Fund | $34.6M | $100K | 97 |
| Advanced Technology Select Fund Xix, Llc | Private Equity Fund | $32.8M | $100K | 219 |
| Advanced Technology Select Fund Xx Llc | Private Equity Fund | $32.0M | $100K | 240 |
| Advanced Technology Select Fund X Llc | Private Equity Fund | $30.8M | $100K | 83 |
| Advanced Technology Select Fund Xviii Llc | Private Equity Fund | $30.3M | $100K | 266 |
| Advanced Technology Select Fund Xxii Llc | Private Equity Fund | $29.5M | $100K | 219 |
| Advanced Technology Select Fund Xxiii Llc | Private Equity Fund | $25.4M | $100K | 185 |
| Advanced Technology Select Fund Xv Llc | Private Equity Fund | $16.7M | $100K | 98 |
| Advanced Technology Select Fund Xiv Llc | Private Equity Fund | $16.1M | $100K | 80 |
| Advanced Technology Select Fund Xvi Llc | Private Equity Fund | $15.5M | $100K | 99 |
| Advanced Technology Select Fund Xi Llc | Private Equity Fund | $15.4M | $100K | 93 |
| Advanced Technology Select Fund Xvii Llc | Private Equity Fund | $8.5M | $100K | 62 |
| Advanced Income Fund I, Llc | Private Equity Fund | $5.7M | $100K | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 14.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $3.2M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗