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Chief Compliance Officer · Weathervane Asset Management LLC

Daniel O. Otoya

CRD 2208241 · Named on Form ADV at one SEC-registered adviser

At a glance

Weathervane Asset Management LLC, an SEC-registered private fund adviser based in Fort Lauderdale, FL with $384 million in regulatory assets, lists Daniel O. Otoya on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kevin ChenChief Executive Officer, Weathervane Asset Management LLC
  • Phillip G. McKieChief Operating Officer, Weathervane Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.