Jupiter Fund Plus Series of Windermere Jupiter Fund LLC

-

Fund Information and Directors

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Terms | Privacy | Guide
tony@aum13f.com