Convergent Wealth Advisors LLC

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Convergent Wealth Advisors LLC ✚
CRD #	143719
SEC #	801-67788
CIK #	0001491296, 0002014531
AUM
Employees	1 (0% Investors, 0% Brokers)
Phone	310-888-6460
Address	400 North Roxbury Beverly Hills, CA 90210
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Toronto Dominion Bank	7.8
	Bank of Nova Scotia	5.7
	Royal Bank of Canada	5.4
	Enbridge Inc	4.1
	Bank of Montreal /Can/	3.9
	Canadian National Railway Co	3.7
	Apple Inc	3.4
	BCE Inc	3.3
	Transcanada Corp	3.2
	Brookfield Asset Management Ltd	3.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	CMS / Barlow Long-Short Equity Fund LLC	2012-03-30		0.2
HF	Jupiter Fund Plus Series of Windermere Jupiter Fund LLC	[2012-03-30]	37.2	9.0
HF	US Focused Pool Series of Windermere Jupiter Fund LLC	[2012-03-30]	1,907.5	391.7
HF	Windermere Equity Fund Series of Windermere Jupiter Fund LLC	[2012-03-30]	1,907.5	2.5
HF	Windermere Opportunistic Fund Series of Windermere Jupiter Fund LLC	2012-03-30		8.0

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	3	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	3	0.0
By Discretionary
Discretionary	3	0.0
Non-Discretionary	0	0.0
Total	3	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	3	0.0

Form D Directors	# Filings	# Firms	2011 - 2025
David Elliott	19
Vernon Kozlen	12
Douglas Wolford	8
David Zier	7
Convergent Wealth Advisors LLC	7
Steven Lockshin	13
Chris Gibbons	8
Christopher Gibbons	5

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001491296]
13F-NT	[0001491296]
D	[0002014531]

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Convergent Wealth Advisors LLC

Assets, Funds, Holdings