Form D · Other Investment Fund

Advanced Technology Select Fund XXIII, LLC Series B

Fort Lauderdale, FL · CIK 0001971480

Offering snapshot reported Apr 8, 2024 · SEC filing

Reported sold
$4.76M
Offering amount: $50M
Investors reported
36
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 18, 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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 8, 2024Initial$4,757,000No comparison36SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 4a5, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$476K
Finders' fees
$62.4K
Form D file number
021-509875

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PHX Financial Inc144403

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 XXIII LLC SERIES B

Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC

Gross asset value
$70.4K
Beneficial owners
39
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 805-3780102068

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
Chen Kevin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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