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SEC Form D · Amendment · filed September 23, 2015

Windermere Equity Fund Series

Offering

—

Sold

$1.4B

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 (17)

David Elliott · Potomac, MDExec Vernon Kozlen · Potomac, MDDirector Chris Gibbons · Potomac, MDDirector Steven Lockshin · Potomac, MDExec · Director David Zier · Potomac, MDExec Convergent Wealth Advisors, Llc · Potomac, MDPromoter Christopher Adams · New York, NYExec Lewis T. Dodrill · Glen Allen, VAExec Richard Hyatt · Glen Allen, VADirector Robert A. Taylor · Memphis, TNDirector Jihan Bowes-Little · New York, NYExec · Director Michael J. Ashton · Morristown, NJDirector Alexander S. Martinez-Forte · Weston, MAExec John Lynch · Coraopolis, PADirector Samantha T. Shorter · Vancouver, British Columbia, CanadaExec · Director G. A. Armstrong · Vancouver, British Columbia, CanadaExec Convergent Wealth Advisors, Llc · Rockville, MDPromoter

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