Form D · Private Equity Fund

Advanced Technology Select Fund XXI, LLC Series B

Fort Lauderdale, FL · CIK 0001971478

Offering snapshot reported Apr 5, 2023 · SEC filing

Reported sold
$8.73M
Offering amount: $50M
Investors reported
56
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 30, 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
Apr 5, 2023Initial$8,731,000No comparison56SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$873K
Finders' fees
$208K
Form D file number
021-477986

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
PHX Financial, Inc.144403

Source: Form D, filed Apr 5, 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 XXI LLC SERIES B

Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC

Gross asset value
$185K
Beneficial owners
59
ADV minimum commitment
$100K

Reported in Form ADV on Feb 19, 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 2048527 · Feb 19, 2026 · Schedule D 7.B.(1), fund 805-6427536149

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
Jjft Management, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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