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SEC Form D · Amendment · filed September 23, 2015

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 (13)

Chris Gibbons · Potomac, MDDirector Douglas Wolford · Potomac, MDExec David Elliott · Potomac, MDExec · Director Vernon Kozlen · Potomac, MDDirector Convergent Wealth Advisors, Llc · Potomac, MDPromoter Robert A. Taylor · Memphis, TNDirector David G. East · Memphis, TNExec Lewis T. Dodrill · Glen Allen, VAExec · Director Richard Hyatt · Glen Allen, VAExec · Director Michael J. Ashton · Morristown, NJDirector Alexander S. Martinez-Forte · Weston, MAExec · Director John Lynch · Coraopolis, PADirector Convergent Wealth Advisors, Llc · Rockville, MDPromoter

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