Data / Investment advisers / Florida / Weathervane Asset Management LLC
Weathervane Asset Management LLC, Fort Lauderdale, FL: $384 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Weathervane Asset Management LLC is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $384 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 65 private funds.
The request: Watch Weathervane Asset Management LLC (CRD number 312424): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 312424
- SEC file number
- 801-120286
- SEC status
- Approved, effective April 21, 2021
- Main office
- 1 East Broward Blvd. Suite 700, Fort Lauderdale, FL 33301
- Phone
- (516) 305-9438
- Regulatory AUM
- $384,119,258 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $384,119,258
- Accounts
- 70
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 65: 65 private equity funds
- Gross assets of private funds
- $380,897,070
- Other offices
- 2
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 65 | $380.9 million |
| High net worth individuals | 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $384.1 million | March 26, 2026 |
| December 1, 2025 | $260.3 million | August 1, 2025 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million | Not listed | adviserinfo.sec.gov |
| Bh3 Fund Advisors, LLC | Fort Lauderdale | $578.1 million | 8 | adviserinfo.sec.gov |
| Fiori Financial Group | Fort Lauderdale | $567.4 million | Not listed | adviserinfo.sec.gov |
| Consilium Investment Management LLC | Fort Lauderdale | $540.6 million | 2 | adviserinfo.sec.gov |
| Exodus Wealth, LLC | Fort Lauderdale | $483.6 million | Not listed | adviserinfo.sec.gov |
| Aragon Capital LLC | Fort Lauderdale | $349.3 million | Not listed | adviserinfo.sec.gov |
| Las Olas Capital Wealth LLC | Fort Lauderdale | $269.1 million | Not listed | adviserinfo.sec.gov |
| Las Olas Capital Advisors, LLC | Fort Lauderdale | $267.2 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Weathervane Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.