Form D · Pooled Investment Fund

Advanced Technology Select Fund XII LLC

Boca Raton, FL · CIK 0001872484

Offering snapshot reported Jul 23, 2021 · SEC filing

Reported sold
$38.2M
Offering amount: $50M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 23, 2021Initial$38,185,186No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-407419

Source: Form D, filed Jul 23, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ADVANCED TECHNOLOGY SELECT FUND XII LLC SERIES F

Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC

Gross asset value
$2.69M
Beneficial owners
14
ADV minimum commitment
$100K

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DASZKOWSKI, TOMPKINS, WEG & CARBONELLA, PC NEW YORK, New York, United States
Custodian CHASE BANK NEW YORK, New York, United States Related to adviser: No
Marketer PHX FINANCIAL, INC. FORT LAUDERDALE, Florida, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

DASZKOWSKI, TOMPKINS, WEG & CARBONELLA, PC
PCAOB 7151

PHX FINANCIAL, INC.
CRD 144403 · SEC 8-67653

Filing source

Form ADV 2123087 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-3609364457

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Kevin Chen Executive, Promoter
Jjc Asset Management Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2255 Glades Road, Suite 324 A
Boca Raton, FL, 33431