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SEC Form D · Amendment · filed July 18, 2016

WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLC

Offering
—
Sold
$222.0M
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 (11)

Vernon Kozlen · Potomac, MDDirectorChris Gibbons · Potomac, MDDirectorDavid Elliott · Potomac, MDExec · DirectorConvergent Wealth Advisors, Llc · Potomac, MDPromoterLewis T. Dodrill · Glen Allen, VAExec · DirectorRobert A. Taylor · Memphis, TNDirectorRichard Hyatt · Glen Allen, VADirectorMichael J. Ashton · Morristown, NJDirectorAlexander S. Martinez-Forte · Weston, MAExec · DirectorJohn Lynch · Coraopolis, PADirectorConvergent Wealth Advisors, Llc · Rockville, MDPromoter

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