Windermere Equity Fund Series

Form D Filings

Location
Potomac, MD
Investment Fund Type
Hedge Fund
Industry Group
Pooled Investment Fund
Related People
Convergent Wealth Advisors, LLC, Douglas Wolford, David Elliott, Vernon Kozlen, Chris Gibbons, David Zier, Steven Lockshin
Entity Type
Other
CIK
0001489787
Previous Names
Windermere Equity Fund Series, US Focused Pool 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
6/8/2015 Pooled Investment Fund $1,152,472,731 $1,907,472,177 Indefinite Indefinite 12/1/2009 6/8/2015 D/A 000148978715000001
5/20/2014 Pooled Investment Fund $161,059,687 $754,999,446 Indefinite Indefinite 12/1/2009 5/20/2014 D/A 000148978714000002
7/18/2013 Pooled Investment Fund $97,051,818 $593,939,759 Indefinite Indefinite 12/1/2009 7/18/2013 D/A 000148978713000001
7/13/2012 Pooled Investment Fund $137,972,151 $496,887,941 Indefinite Indefinite 12/1/2009 7/13/2012 D/A 000148978712000001
7/15/2011 Pooled Investment Fund $201,563,290 $358,915,790 Indefinite Indefinite 12/1/2009 7/15/2011 D/A 000148978711000002
7/16/2010 Pooled Investment Fund $157,352,500 $157,352,500 Indefinite Indefinite 12/1/2009 7/15/2010 D 000148978710000001