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Type	Result	AUM

Steven Lockshin
Firm
Address	c/o Vanilla Technologies Inc 310 South Main Street, 10th Floor Salt Lake City, UT 84101
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Vanilla Technologies Inc	021-473139	Executive Officer		14.3 M of 14.3 M
Vanilla Technologies Inc	021-473142	Executive Officer		30.1 M of 30.1 M
Vanilla Technologies Inc	021-473137	Executive Officer		4.8 M of 4.8 M
Justinvest LLC	021-371028	Director		0.5 M of 0.5 M
Just Invest Systems Inc	021-371029	Director		0.5 M of 0.5 M
Just Invest Systems Inc	021-351569	Director		1.2 M of 1.2 M
Justinvest LLC	021-347818	Director		0.9 M of 0.9 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
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

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