Investor · Potomac, MD

Convergent Wealth Advisors, Llc

Open Convergent in the network graph →

Filings

8

SEC Form D

Connections

24

co-filers

Capital

$8.6B

across filings

Active

Jun 2015

to Jul 2016

Most-connected co-filers (24)

Convergent Wealth Advisors, Llc · Rockville, MD8 shared David Elliott · Potomac, MD8 shared Vernon C. Kozlen · New York, NY8 shared Chris Gibbons · Potomac, MD8 shared Lewis T. Dodrill · Glen Allen, VA8 shared Alexander S. Martinez-Forte · Weston, MA8 shared Robert A. Taylor · Memphis, TN8 shared Michael J. Ashton · Morristown, NJ8 shared Richard Hyatt · Glen Allen, VA7 shared John Lynch · Coraopolis, PA7 shared David G. East · Memphis, TN5 shared Douglas Wolford · Potomac, MD5 shared Ironwood Capital Management Corporation · San Francisco, CA1 shared Charles H. Hoeveler · Greenbrae, CA1 shared G. A. Armstrong · Vancouver, British Columbia, Canada1 shared Jonathan Gans · San Francisco, CA1 shared Julia Jacobson · New York, NY1 shared Christopher Adams · Cleveland, OH1 shared Steven Lockshin · OAKLAND, CA1 shared Jihan Bowes-Little · West Hollywood, CA1 shared Frederick Gans · Carrollton, TX1 shared Samantha Shorter · VANCOUVER, British Columbia, Canada1 shared David Zier · Potomac, MD1 shared Ironwood Capital Management Corporation · San Francisco, CA1 shared

Recent filings (8)

Windermere Equity Fund SeriesJul 2016 · 9 co-filers WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLCJul 2016 · 10 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

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