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SEC Form D · Amendment · filed July 18, 2016

Windermere Equity Fund Series

Offering

—

Sold

$1.9B

Exemption

Rule 506(b)

Industry

Pooled Investment Fund

Location

POTOMAC, MD

Type

Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (10)

Vernon Kozlen · Potomac, MDDirector David Elliott · Potomac, MDExec · Director Convergent Wealth Advisors, Llc · Potomac, MDPromoter Christopher Gibbons · Potomac, MDDirector Robert A. Taylor · Memphis, TNDirector Lewis T. Dodrill · Glen Allen, VAExec · Director Michael J. Ashton · Morristown, NJDirector Alexander S. Martinez-Forte · Weston, MAExec · Director Convergent Wealth Advisors, Llc · Rockville, MDPromoter Christopher Gibbons · Novato, CADirector

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗