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Type	Result	AUM ($B)

Windermere Equity Fund Series of Windermere Jupiter Fund LLC
Firm	Convergent Wealth Advisors LLC ✚
Fund #	805-9820530795
CIK #	0001489788
Sale	2010-02-01 ($1.9 B 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	Convergent Wealth Advisors LLC
Custodian	Charles Schwab & Co Inc
Auditor	KPMG, Rothstein Kass & Company PC, Moss Adams
Marketer	City National Securities Inc
Broker
Jurisdiction

Directors	2011 - 2025
David Zier
Steven Lockshin
Douglas Wolford
Chris Gibbons
David Elliott
Christopher Gibbons
Convergent Wealth Advisors LLC
Vernon Kozlen

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