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| Keyboard |
| Chris Gibbons | |
|---|---|
| Firm | Convergent Wealth Advisors LLC |
| Address | c/o Convergent Wealth Advisors, LLC 12505 Park Potomac Avenue, Suite 400 Potomac, MD 20854 |
| Source |
| Associated Funds | Form D | Role | 2011 - 2026 | Raised | AUM |
|---|---|---|---|---|---|
| Convergent Wealth Advisors LLC | |||||
| Jupiter Fund Plus Series of Windermere Jupiter Fund LLC | 021-145098 | Director | 37.2 M | 9.0 M | |
| US Focused Pool Series of Windermere Jupiter Fund LLC | 021-145099 | Director | 1,907.5 M | 391.7 M | |
| Windermere Equity Fund Series of Windermere Jupiter Fund LLC | 021-145100 | Director | 1,907.5 M | 2.5 M | |
| Prolifiq Software Inc | 021-158141 | Director | 0.5 M of 0.5 M |
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| CMS/Barlow Long Short Equity Fund LLC | 021-52456 | Director | 385.7 M | ||
| CMS Ironwood Multi Strategy Fund LLC | 021-39031 | Director | 615.5 M | ||
| Windermere Opportunistic Fund Series of Windermere Jupiter Fund LLC | 021-53057 | Director | 222.0 M | ||
| Prolifiq Software Inc | 021-43922 | Director | 0.4 M of 1.1 M |
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