Chief Operating Officer · Weathervane Asset Management LLC
Phillip G. McKie
CRD 6069747 · 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 Phillip G. McKie on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Weathervane Asset Management LLCChief Operating OfficerPrivate fund adviser · Fort Lauderdale, FL · $384M in regulatory assets
AtlasMembers
Phillip’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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Colleagues named on the same filings
- Kevin ChenChief Executive Officer, Weathervane Asset Management LLC
- Daniel O. OtoyaChief Compliance 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 Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.