Jupiter Fund Plus Series of Windermere Jupiter Fund LLC

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Fund Information and Directors

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Jupiter Fund Plus Series of Windermere Jupiter Fund LLC
Firm Convergent Wealth Advisors LLC
Fund #805-6552468912
CIK #0001489786
Sale2007-09-01 (37.2 M Sold)
FundHedge Fund
Phone3017706300
Address12505 Park Potomac Avenue
Potomac, Maryland 20854
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
504030201002010201520202025
Fund Details
DirectorConvergent Wealth Advisors LLC
CustodianCity National Bank, Charles Schwab & Co Inc
AuditorMoss Adams LLP
MarketerCity National Securities Inc
Broker
Jurisdiction
Form D Offering
Filed2011-07-15 (D/A)
Exemption506, 3(c), 3(c)(7)
Minimum$500,000
RemainingIndefinite
DurationMore than one year
Net AssetsDecline to Disclose
Investors28
DirectorsRole2011 - 2026
Chris Gibbons Director
Steven Lockshin Executive Officer
David Zier Executive Officer
David Elliott Executive Officer
Convergent Wealth Advisors LLC Promoter
Vernon Kozlen Director
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