Search
⚲

Type	Result	AUM

US Focused Pool Series of Windermere Jupiter Fund LLC
Firm	Convergent Wealth Advisors LLC ✚
Fund #	805-8453409302
CIK #	0001489787
Sale	2009-12-01 (1,907.5 M Sold)
Fund	Hedge Fund
Phone	3017706300
Address	12505 Park Potomac Avenue Potomac, Maryland 20854
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director
Custodian
Auditor	Rothstein Kass & Company PC
Marketer	City National Securities Inc
Broker
Jurisdiction

Form D Offering
Filed	2015-06-08 (D/A)
Exemption	506(b), 3(c), 3(c)(7)
Minimum	$500,000
Remaining	Indefinite
Duration	More than one year
Net Assets	Decline to Disclose
Investors	155

Directors	Role	2011 - 2026
David Zier	Executive Officer
Steven Lockshin	Executive Officer
Chris Gibbons	Director
David Elliott	Executive Officer
Convergent Wealth Advisors LLC	Promoter
Vernon Kozlen	Director
Douglas Wolford	Executive Officer

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 219256706, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

329194037