Investor · Rockville, MD

Convergent Wealth Advisors, Llc

Open Convergent in the network graph →

Filings

37

SEC Form D

Connections

44

co-filers

Capital

—

across filings

Active

Mar 2009

to Jul 2016

Most-connected co-filers (44)

Lewis T. Dodrill · Glen Allen, VA28 shared Robert A. Taylor · Memphis, TN28 shared Alexander S. Martinez-Forte · Weston, MA28 shared Michael J. Ashton · Morristown, NJ28 shared John Lynch · Coraopolis, PA27 shared Richard Hyatt · Glen Allen, VA27 shared Christopher Adams · Cleveland, OH21 shared G. A. Armstrong · Vancouver, British Columbia, Canada21 shared Samantha Shorter · VANCOUVER, British Columbia, Canada21 shared Jihan Bowes-Little · West Hollywood, CA21 shared Vernon C. Kozlen · New York, NY14 shared David Elliott · Potomac, MD14 shared Chris Gibbons · Potomac, MD12 shared David Zier · Potomac, MD10 shared Ironwood Capital Management Corporation · San Francisco, CA9 shared Ironwood Capital Management Corporation · San Francisco, CA9 shared Frederick Gans · Carrollton, TX9 shared Convergent Wealth Advisors, Llc · Potomac, MD8 shared Steven Lockshin · OAKLAND, CA7 shared Jonathan Gans · San Francisco, CA6 shared Charles H. Hoeveler · Greenbrae, CA6 shared Julia Jacobson · New York, NY6 shared David Norris · Irvine, CA6 shared Stanley Holt · Los Angeles, CA6 shared

Recent filings (37)

WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2016 · 10 co-filers Windermere Equity Fund SeriesJul 2016 · 9 co-filers Windermere Equity Fund SeriesSep 2015 · 12 co-filers Windermere Equity Fund SeriesSep 2015 · 16 co-filers CMS IRONWOOD MULTI STRATEGY FUND LLCJul 2015 · 20 co-filers WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2015 · 12 co-filers CMS/BARLOW LONG SHORT EQUITY FUND LLCJul 2015 · 12 co-filers Windermere Equity Fund SeriesJun 2015 · 12 co-filers CMS IRONWOOD MULTI STRATEGY FUND LLCJul 2014 · 16 co-filers JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2014 · 10 co-filers CMS/BARLOW LONG SHORT EQUITY FUND LLCJul 2014 · 10 co-filers Windermere Equity Fund SeriesMay 2014 · 10 co-filers CMS/BARLOW LONG SHORT EQUITY FUND LLCAug 2013 · 10 co-filers US Focused Pool Series of Windermere Jupiter Fund LLCJul 2013 · 10 co-filers CMS IRONWOOD MULTI STRATEGY FUND LLCJul 2013 · 16 co-filers JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2013 · 10 co-filers Non-US Focused Pool Series of Windermere Jupiter Fund LLCJul 2013 · 10 co-filers JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2012 · 10 co-filers Non-US Focused Pool Series of Windermere Jupiter Fund LLCJul 2012 · 10 co-filers US Focused Pool Series of Windermere Jupiter Fund LLCJul 2012 · 10 co-filers CMS IRONWOOD MULTI STRATEGY FUND LLCJul 2012 · 16 co-filers CMS/BARLOW LONG SHORT EQUITY FUND LLCJul 2012 · 10 co-filers CMS IRONWOOD MULTI STRATEGY FUND LLCJul 2011 · 16 co-filers JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2011 · 10 co-filers Jupiter Fund Plus Series of Windermere Jupiter Fund LLCJul 2011 · 10 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Convergent in the interactive graph →