# Non-US Focused Pool Series of Windermere Jupiter Fund LLC — Form D/A

Non-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 2015-09-23. $1.4B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2015-09-23
- Form: D/A
- Accession: 0001489788-15-000004
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $1.4B
- Minimum investment: $500K
- Investors: 136
- Date of first sale: 2010-02-01
- Security types: fund interests
- SEC file number: 021-145100

## Issuer

- Name: Non-US Focused Pool Series of Windermere Jupiter Fund LLC
- CIK: 0001489788
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2010
- Address: 12505 PARK POTOMAC AVENUE, POTOMAC, MD, 20854
- Phone: 301-770-6300

## Officers, directors & promoters (10)

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

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2016-07-18](https://search.stillhousedata.com/formd/0001140361-16-072705) | D/A | — | $1.9B |
| [2015-09-23](https://search.stillhousedata.com/formd/0001489788-15-000005) | D/A | — | $1.9B |
| [2013-07-18](https://search.stillhousedata.com/formd/0001489787-13-000002) | D/A | — | $611.1M |
| [2012-07-13](https://search.stillhousedata.com/formd/0001489788-12-000001) | D/A | — | $518.9M |
| [2011-07-15](https://search.stillhousedata.com/formd/0001489788-11-000002) | D/A | — | $354.9M |
| [2010-07-16](https://search.stillhousedata.com/formd/0001489788-10-000001) | D | — | $116.5M |

## More

- [CIK 1489788 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1489788&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001489788-15-000004.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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