WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLC

Form D Filings

Location
Potomac, MD
Investment Fund Type
Hedge Fund
Industry Group
Pooled Investment Fund
Related People
Convergent Wealth Advisors, LLC, David Elliott, Vernon Kozlen, Chris Gibbons, Douglas Wolford, David Zier, Steven Lockshin
Entity Type
Other
CIK
0001220963
Previous Names
WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLC, JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLC
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
7/18/2016 Pooled Investment Fund $0 $222,038,382 Indefinite Indefinite 4/1/2003 7/18/2016 D/A 000114036116072699
7/17/2015 Pooled Investment Fund $1,199,600 $222,038,382 Indefinite Indefinite 4/1/2003 7/17/2015 D/A 000122096315000002
7/17/2014 Pooled Investment Fund $23,047,268 $220,838,782 Indefinite Indefinite 4/1/2003 7/17/2014 D/A 000122096314000001
7/18/2013 Pooled Investment Fund $23,710,349 $197,791,514 Indefinite Indefinite 4/1/2003 7/18/2013 D/A 000122096313000001
7/13/2012 Pooled Investment Fund $30,283,779 $174,081,165 Indefinite Indefinite 4/1/2003 7/13/2012 D/A 000122096312000001
7/15/2011 Pooled Investment Fund $53,862,606 $143,797,386 Indefinite Indefinite 4/1/2003 7/15/2011 D/A 000122096311000002
7/16/2010 Pooled Investment Fund $89,934,780 Indefinite Indefinite 4/1/2003 7/15/2010 D/A 000122096310000005