WEATHERVANE ASSET MANAGEMENT LLC
CRD #312424 SEC #801-120286 FORT LAUDERDALE, FL 516-305-9438
SEC Registered Private Funds
Total AUM
$260.3M
Discretionary
$260.3M
Employees
5
Clients
--
Accounts
66
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCKIE, PHILLIP, GEORGE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKIE, PHILLIP, GEORGE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKIE, PHILLIP, GEORGE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKIE, PHILLIP, GEORGE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCKIE, PHILLIP, GEORGE | I | CHIEF OPERATING OFFICER | NA | Control |
| OTOYA, DANIEL, ORLANDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OTOYA, DANIEL, ORLANDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OTOYA, DANIEL, ORLANDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OTOYA, DANIEL, ORLANDO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CHEN, KEVIN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OTOYA, DANIEL, ORLANDO | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (7)
CA FL NH NJ NY TX VA
Address
1 EAST BROWARD BLVD.SUITE 700
FORT LAUDERDALE, FL 33301
United States
Phone: 516-305-9438