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
CustodianCharles Schwab & Co Inc, City National Bank
AuditorMoss Adams LLP
MarketerCity National Securities Inc
Broker
Jurisdiction
Directors2011 - 2025
Chris Gibbons
Steven Lockshin
David Zier
David Elliott
Convergent Wealth Advisors LLC
Vernon Kozlen
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tony@aum13f.com