# US Focused Pool Series of Windermere Jupiter Fund LLC — Form D

US Focused Pool Series of Windermere Jupiter Fund LLC of POTOMAC, MD, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2010-07-16. $157.4M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2010-07-16
- Form: D
- Accession: 0001489787-10-000001
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.7
- Amount sold: $157.4M
- Minimum investment: $500K
- Investors: 79
- Date of first sale: 2009-12-01
- Security types: fund interests
- SEC file number: 021-145099

## Issuer

- Name: US Focused Pool Series of Windermere Jupiter Fund LLC
- CIK: 0001489787
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: 12505 PARK POTOMAC AVENUE, POTOMAC, MD, 20854
- Phone: 301-770-6300

## Officers, directors & promoters (9)

| Name | Role | Location |
| --- | --- | --- |
| David Elliott | Director | Potomac, MD |
| David Elliott | Executive Officer | Potomac, MD |
| Steven Lockshin | Director | Potomac, MD |
| Steven Lockshin | Executive Officer | Potomac, MD |
| Douglas Wolford | Executive Officer | Lafayette, CO |
| Vernon Kozlen | Director | Potomac, MD |
| N/A Convergent Wealth Advisors, LLC | Promoter | Potomac, MD |
| Chris Gibbons | Director | Potomac, MD |
| David Zier | Executive Officer | Potomac, MD |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2015-06-08](https://search.stillhousedata.com/formd/0001489787-15-000001) | D/A | — | $1.9B |
| [2014-05-20](https://search.stillhousedata.com/formd/0001489787-14-000002) | D/A | — | $755.0M |
| [2013-07-18](https://search.stillhousedata.com/formd/0001489787-13-000001) | D/A | — | $593.9M |
| [2012-07-13](https://search.stillhousedata.com/formd/0001489787-12-000001) | D/A | — | $496.9M |
| [2011-07-15](https://search.stillhousedata.com/formd/0001489787-11-000002) | D/A | — | $358.9M |

## More

- [CIK 1489787 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1489787&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001489787-10-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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