WEATHERVANE ASSET MANAGEMENT LLC

Overview

Weathervane Asset Management LLC is an SEC-registered investment adviser formed as a limited liability company in 2021. The firm is organized as a private equity fund manager and reports an owner-type of an individual principal. Its client base spans high-net-worth individuals and families as well as institutional investors. Advisory activities include portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles; the firm also acts as sponsor, general partner, or managing member of pooled vehicles. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm does not identify as an active ESG investor and notes a related adviser relationship.

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Location & Offices