US Focused Pool Series of Windermere Jupiter Fund LLC — Form D/A
US Focused Pool Series of Windermere Jupiter Fund LLC of POTOMAC, MD, a pooled investment fund, filed a Form D amendment with the SEC on 2013-07-18. $593.9M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2013-07-18
- Form: D/A
- Accession: 0001489787-13-000001
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.7
- Amount sold: $593.9M
- Minimum investment: $500K
- Investors: 207
- 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)
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