Form D · Other Investment Fund
Advanced Technology Select Fund XXII, LLC Series D
Fort Lauderdale, FL · CIK 0001971482
Offering snapshot reported Apr 8, 2024 · SEC filing
- Reported sold
- $12.2M Offering amount: $50M
- Investors reported
- 100 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 24, 2022 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 8, 2024 | Initial | $12,186,129 | No comparison | 100 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 4a5, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.22M
- Finders' fees
- $74.8K
- Form D file number
- 021-509866
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| PHX Financial Inc | 144403 |
Source: Form D, filed Apr 8, 2024. 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 XXII LLC SERIES D
Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC
- Gross asset value
- $15.5M
- Beneficial owners
- 97
- 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
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 805-2875935038
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.
| Name | Reported role |
|---|---|
| Kevin Chen | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Lauderdale, FL, 33301