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Type	Result	AUM

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

Form D Offering
Filed	2016-07-18 (D/A)
Exemption	506(b), 3(c)(7)
Minimum	$500,000
Remaining	Indefinite
Duration	More than one year
Net Assets	Decline to Disclose
Investors	36

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

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