Weathervane Asset Management LLC

Overview

Weathervane Asset Management LLC is an SEC-registered investment adviser formed in 2021 and organized as an LLC with individual ownership. The firm is classified as a private equity fund and provides portfolio management both for individuals/small businesses and for pooled investment vehicles. Its client base spans individual and family clients as well as institutional investors. Compensation arrangements include a percentage-of-assets-under-management fee and performance-based fees. The firm wears multiple industry hats: filings indicate affiliations with a broker‑dealer, other investment advisers, and that it acts as sponsor, general partner, or managing member of pooled investment vehicles. Weathervane is not identified as an active ESG investor and is not designated as a multi‑state adviser on the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices