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Type	Result	AUM

David Zier
Firm	Convergent Wealth Advisors LLC
Address	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	Executive Officer		37.2 M	9.0 M
US Focused Pool Series of Windermere Jupiter Fund LLC	021-145099	Executive Officer		1,907.5 M	391.7 M
Windermere Equity Fund Series of Windermere Jupiter Fund LLC	021-145100	Executive Officer		1,907.5 M	2.5 M
Ironwood Capital Management Corp
CMS/Ironwood Multi-Strategy Fund LLC	021-113299	Promoter		32.4 M	163.8 M
CMS/Barlow Long Short Equity Fund LLC	021-52456	Executive Officer		385.7 M
CMS Ironwood Multi Strategy Fund LLC	021-39031	Executive Officer		615.5 M
Windermere Opportunistic Fund Series of Windermere Jupiter Fund LLC	021-53057	Executive Officer		222.0 M

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