Weathervane Asset Management LLC

Overview

Weathervane Asset Management LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm operates with an owner classified as an individual and is structured around sponsoring and managing private pooled vehicles, with a firm-level classification tied to private equity funds. Client types include both individuals and families and institutional investors; the firm provides portfolio management for individual/small business accounts as well as for pooled investment vehicles. Compensation includes asset-based fees plus performance-based fees. The firm maintains multiple industry roles and affiliations: it is identified as a broker-dealer affiliate and acts as a sponsor, general partner, or managing member for pooled vehicles. Weathervane is not listed as a capital allocator and does not identify as an active ESG investor. The adviser is noted as having a related adviser in its structure.

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Location & Offices