Form D · Other Investment Fund

Advanced Technology Select Fund XXIII, LLC Series C

Fort Lauderdale, FL · CIK 0001971483

Offering snapshot reported Apr 15, 2024 · SEC filing

Reported sold: $16.8M
Investors reported: 99
Minimum accepted: $100K
First sale: Sep 12, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 15, 2024	Amendment	$16,762,500	$0vs Apr 8, 2024	99	SEC filing
Apr 8, 2024	Initial	$16,762,500	No comparison	99	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 4a5, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $1.68M
Finders' fees: $323K
Form D file number: 021-509878

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
PHX Financial Inc	144403

Source: Form D, filed Apr 15, 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 C

Investment adviser: WEATHERVANE ASSET MANAGEMENT LLC

Gross asset value: $21.8M
Beneficial owners: 94
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 805-1182293316

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
Name	Reported role
Kevin Chen	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

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