Form D · Private Equity Fund

Advanced Technology Select Fund XVIII, LLC Series B

Fort Lauderdale, FL · CIK 0001969597

Offering snapshot reported Mar 24, 2023 · SEC filing

Reported sold
$5.01M
Offering amount: $50M
Investors reported
21
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 4, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2023Initial$5,012,200No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$230K
Finders' fees
$0
Form D file number
021-476867

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
PHX Financial, Inc.144403

Source: Form D, filed Mar 24, 2023. 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 XVIII LLC SERIES B

Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC

Gross asset value
$6.2M
Beneficial owners
33
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 805-4666105741

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
Jjc Asset Management Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 East Broward Blvd Ste 700
Fort Lauderdale, FL, 33301